Category: Estate Planning

November 29, 2018 | Estate Planning

Year End Estate and Gift Tax Planning Considerations and Opportunities 2018

As the New Year approaches, there are a number of planning techniques that individuals should consider implementing before December 31, and after the first of the year, to take advantage of estate and gift tax savings opportunities. Gifts to Individuals Individuals may limit the growth of their taxable estates by making annual lifetime gifts. The... More
September 30, 2018 | Estate Planning

Celebrities – They Are Just Like Us!

Recent news has shifted from remembrances of Aretha Franklin and all she gave to the music world to discussions of the fact that it appears she did not have an updated and comprehensive estate plan in place to guide the management and distribution of her assets. We have seen this story before – Prince, Heath... More
August 29, 2018 | Estate Planning

Keeping Up With the Johnsons – Who Gets the Kids?

In the episode “The Leftovers” in the hit series Blackish, parents Dre and Bow Johnson realize they have not yet named a guardian for their four children and struggle to decide upon the appropriate person to fill the role. The Johnsons are not alone – according to a 2017 survey, barely over one-third of people... More
June 25, 2018 | Estate Planning

No Probate Assets? Think Twice About Not Probating the Estate…

Through competent and thorough estate planning, the probate court can be avoided altogether upon the death of a loved one.  But what if it shouldn’t?  With the adoption of the Massachusetts Uniform Probate Code in 2012, changes came to the Massachusetts probate code that many may be unaware of. As the law currently stands, if... More
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