Closing an estate is a complex and emotional process, but understanding the steps and seeking professional advice can make the estate closure process easier to navigate. Be sure to download my included guide.
Learn how everyday families can benefit from estate planning to ensure their intentions are seen through and how to avoid common estate planning mistakes.
Effectively benefiting the next generation comes in all shapes and sizes, learn about your options to gift relative to your net worth.
Minimizing the burden of taxes and avoiding potential complications of settling an estate are certainly worthy goals to aim for! In this blog, we’ll discuss how I address the goal of leaving a tax-reduced estate.
With no cost of living adjustment since 2006 and soaring property valuations, the MA state estate tax has been a pain point for the beneficiaries of the middle-class.
I’ve had a slew of clients adding “wedding” to their list of goals. Is their 20-something child even engaged yet – not necessarily, they just want to be prepared when the special day comes. But a part from funding the day, there is plenty else to consider as two become one.
Q: My aging parent has a will naming me executor, isn’t that enough for me to take control now? A: No, your parent’s will comes
Congratulations!! Now let’s get down to business. There is often so much excitement, joy, and preparation for the baby’s first week home that we can
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