married couple estate plan

What Married Couples Should Consider in Their Estate Plan

Spouses should keep several things in mind when preparing their estate plan to protect each other, their children, and their estate. A good estate plan encompasses much more than merely distributing a person’s wealth when they die. A Massachusetts estate planning attorney can help married couples evaluate their specific circumstances and explain what the couple…

Continue reading…
small business owner

Protecting Your Small Business’Assets

You’ve invested a lot of time and money building your small business. You want to protect what you’ve created, especially if it’s your main source of income and your family depends on that small business. By using a Massachusetts estate planning lawyer for your small business, you can protect assets from being unnecessarily taxed when…

Continue reading…
elder in masshealth program

MassHealth Programs to Help Seniors Stay at Home

Roughly 90 percent of adults age 65 or older want to “age in place” in their homes and their communities. They like their communities and they like their doctors. They also like living near their friends and their family members. These social connections actually contribute to the health and wellbeing of older adults. Massachusetts offers…

Continue reading…
son handling parent's estate with attorney

Handling Your Parent’s Estate After They Die

Losing your parent is an incredibly emotional experience. Add to that the fact that you need to manage their estate, and you’re suddenly in a position that can feel overwhelming. We’ve created this article to give you some helpful guidance. There are steps you need to take in the weeks that follow your parent’s death…

Continue reading…
elderly couple incapacity planning

Essential Incapacity Planning Documents

Estate planning is far more than deciding who will get your assets when you pass on one day. Through smart estate planning, you can protect yourself in case you become incapacitated temporarily or permanently. Being “incapacitated” means that you no longer have the ability to understand and appreciate the consequences of your actions to make…

Continue reading…
grandchild and grandparent

5 Ways to Gift Money to Your Grandchildren

The relationship between a grandparent and a grandchild is a very special one. As a grandparent, you want to do what you can to give your grandchild a good life. Many grandparents want to give money to their grandchildren to help them in one way or another. The good news is that giving away the…

Continue reading…
Massachusetts estate tax

How Can I Avoid the Massachusetts Estate Tax?

Massachusetts imposes an estate tax on all estates with assets of more than $1 million. The Massachusetts Department of Revenue says that you have to file an estate tax return and pay estate tax if the gross estate exceeds $1 million, including adjusted taxable gifts.  If you want to get around paying estate tax to…

Continue reading…