New IRA Rules Could Affect Your Estate Plan

It’s always important to review your estate plan when a new law comes into effect that could significantly impact the planning you’ve done. The Setting Every Community Up for Retirement Enhancement Act of 2019, called the “SECURE Act,” makes significant changes to how individual retirement accounts (IRAs) and certain retirement benefits must be treated after the…

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Estate Planning for Snowbirds

As some Massachusetts residents get older, they choose to avoid the cold New England weather and reside in a warmer climate during part of the year. What does that mean for your estate planning? First you need to determine what your actual state of legal residency will be. Some factors used to determine residency include…

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Taking Care of Your Older Kids

Summer is coming and soon your 18-year-old (or even older child) will be enjoying lots of activities with friends and possibly even doing some travel. But once your kids turn 18, as parents you no longer have the legal authority to make health care decisions or manage money for them. So, if your young adult…

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5 Legal Steps to Take When Facing Dementia

Over 5.5 million Americans were living with Alzheimer’s disease in 2017. This included an estimated 5.3 million people age 65 and older and approximately 200,000 individuals under age 65. And Alzheimer’s disease is just one form of dementia. It’s important to create a plan when you’re in the early stage of dementia. It will help…

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