charitable giving

Gifting and Charitable Giving

There are many ways to incorporate gifting and charitable giving into your estate plan. People often make gifts and charitable giving through their estate plan to reduce tax liability for themselves, their estate, and the heirs. This type of planning can also set up a legacy of charitable gifting for future generations. A Massachusetts estate…

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4 Tips for Solo Seniors

When an older adult lives with their extended family, like they often do when they reside outside of the U.S., there’s a support system built right into their daily life. However, that kind of support system isn’t there for older adults in the U.S. who live on their own. Seniors in the U.S. who don’t…

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Estate Planning for Single People

If you’re single, you might think that estate planning is only for married couples or people with children. But the truth is that estate planning is just as important for you as a single person. You might think that if you don’t do a will that your family or friends can just divide up your assets the…

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Medicare’s Online Compare Tool Just Got Better

The U.S. Centers for Medicare and Medicaid Services (CMS) have recently combined eight online Compare tools into one on Medicare.gov. This new tool, called Care Compare, has data about providers across different disciplines – making it easier for Medicare beneficiaries and their family members to get the information they need. CMS’s eight separate Compare tools…

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Will vs. Trust: What’s the Difference?

Wills and trusts are both important documents for doing your Massachusetts estate plan. They serve different purposes but they can work together to create a comprehensive estate plan. These are the main differences between a Massachusetts living trust and a last will and testament: Whether probate is involved What assets and legal affairs are affected…

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