SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The SECURE Act has several positive changes: It increases the required beginning date (RBD) for required […]

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Couple buying a house.

How Does Buying a House Affect Estate Planning?

Buying a house is often the largest purchase a person will make in his or her lifetime. The median cost of a single-family home in Massachusetts was just over $400,000. Most Americans take out a 15 or 30-year mortgage when they purchase a home. Homeowners who still owe a significant amount on their mortgages may […]

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Young family hugging their daughter.

Three Reasons Young Families Need an Estate Plan

Young families today are busier than ever. Between work, school, after after-school activities, it can be hard to sit down and find the time to think about the future. Thinking about what would happen to your kids if you die is difficult but necessary. Young parents should consider whether or not their children will have […]

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Family celebrating the New Year

5 New Year Estate Planning Tips

The beginning of a new year is a wonderful time to plan for the future. In addition to thinking about resolutions for the New Year, why not take some time to think about your estate planning goals? No matter your age, having an estate plan is essential. Whether you already have an estate plan that […]

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A jar with charitable contributions.

Make Sure Your Charitable Contributions Count

Charitable giving can give you a warm glow. In addition to leaving bequests, often in the form of trusts, to carefully chosen organizations, agencies, and/or educational, religious, or cultural institutions, most people give smaller amounts throughout their lifetimes. When you are working with a well-respected charitable planning attorney, you can be certain the charities you […]

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Estate planning attorney helping a couple navigate their will.

How Family Dysfunction Can Impact Executing a Will?

If your family is dysfunctional, you are by no means alone. Even in the happiest of families, there is likely to be someone dealing with alcoholism, drug addiction, abuse, criminal behavior, severe mental illness or behavioral problems. Almost all families contain members who do not get along with, or are estranged from, one another; for […]

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