November 20, 2019 | Announcements, Latest News

Year End Estate and Gift Tax Planning Considerations and Opportunities 2019

Estate Planning 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.... More
November 20, 2019

Boston Bar Association: Common Misconceptions Surrounding Medicaid Planning

Partner Jessica Demmerly spoke at the Boston Bar Association on November 19th on the topic of Common Misconceptions Surrounding Medicaid Planning. If you would like to learn more about the discussion, please click here for more information. More
October 31, 2019 | Announcements, Latest News

Creating a Dementia-Friendly Holiday

As the holiday season approaches, thoughts often turn to social gatherings, parties, and other traditions which families hold dear.  Though the media bombards us with the ideal holiday vision, it can also be a time of stress. A reflection on holiday traditions over the years will likely reveal the need to modify celebrations over time... More
October 31, 2019

Old Estate Plans May Be Harmful To Your Wealth

A recent article titled “Old Estate Plans May Be Harmful To Your Wealth” highlights the importance of reviewing estate plans periodically. The author discusses how changes in the law or changes in personal circumstances might require revisions. Many clients are unaware of these issues until they have reviewed their estate plan with their attorney.... More
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