The New Year is the perfect time to take stock of your life and make meaningful updates. While many focus on health goals or career aspirations, it’s equally important to […]
Read MoreDivorce is a life-changing event, altering (among other things) where you live and with whom, the division of your marital assets, your finances, and how much time you spend with […]
Read MoreAs every parent knows, a new baby changes everything — not only your daily routine, your sleep patterns, and your center of focus, but how you view the future that […]
Read MoreDon’t let the phrase “estate planning” mislead you. Estate planning is not reserved exclusively for the wealthy who own estates. Making a plan to protect your loved ones, as well […]
Read MoreEstate tax requirements apply at both the federal and Massachusetts level, depending on the size of your estate. While federal estate tax affects higher-value estates, Massachusetts imposes its own tax […]
Read MoreEstate planning mistakes can quietly drain an estate, trigger disputes, or force families into unnecessary court involvement. The most expensive missteps tend to involve outdated documents, poor coordination between assets, […]
Read MoreWritten by Sandra Deluca, MSW, LICSW, C-ASWCM, Alder Marketing President – New England For many, getting the legal paperwork right feels like the finish line. The will is signed. The […]
Read MoreWhen an estate plan breaks down after someone dies, the options are limited but not nonexistent. In Massachusetts, you may be able to address certain issues through probate proceedings, trust […]
Read MoreFinancial planners and estate planners perform different, but complementary, roles. Financial planners assist you in managing wealth during your lifetime. They help assess financial health and goals, review investment strategies, […]
Read MoreYou should involve an estate planning or probate attorney as soon as you notice tension over a will, trust, or inheritance, especially if communication is breaking down or legal duties […]
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