Mamma Mia!: Common Estate Planning Issues for Blended Families
Episode 21 | Where There's A Will, There's A Way
An Executor’s Guide to Administering an Estate
Interview with Lisa Grayson - Digital Planning Podcast
Inheritance Data - Digital Planning Podcast
Every August, National Make-A-Will Month serves as a reminder of something most people would like to avoid. Planning for the end of life. Creating a will isn’t about dwelling on death. It is about taking control, protecting...more
August is National Make-A-Will Month, a timely reminder for individuals and families to prioritize one of the most important — and often overlooked — aspects of long-term planning: creating a Last Will and Testament. While...more
A collection may hold deep personal significance for a client but may not carry the same sentimental or financial value for their heirs. It is essential to encourage clients to have open conversations with their heirs, as...more
People often assume that if their estate isn’t taxable, they don’t need to have an estate plan. In 2024, a Massachusetts estate tax return must be filed if the value of the deceased person’s gross estate exceeds $2 million. A...more
The January 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.2%, an increase from the December 2024 rate of 5.0%. The January applicable federal rate (“AFR”) for use with...more
Check out our April Elder Law and Special Needs newsletter! Our legal team explores important topics including beneficiary designations and the recent updates to the Medicaid divisor, which came into effect this month....more
People often assume that if their estate isn’t taxable, they don’t need to have an estate plan. In 2023, a Massachusetts estate tax return must be filed if the value of the deceased person’s gross estate exceeds $1 million. A...more