Many estate planners believe that their job is done...
Everyone should have an estate plan. For LGBTQ+ families, it may be even more critical.
Members of the LGBTQ+ community are less likely to be married or they may have children where only one partner is the biological parent, said Gina Nelson,...
Traditionally, June is the most popular month for weddings and is probably what perpetuates the term “June Bride.” If you are planning upcoming nuptials or have recently been married, you know how much planning goes into a wedding. Couples take great care in planning every detail from the flowers to researching the...
You may wonder whether you should have a spendthrift trust. The answer may very well be Yes since a significant number of us have loved ones with problems handling money. In many cases, their financial instability is linked to other problems and may be accompanied by difficulty in keeping a job...
Creating a plan for your future in the early stages of the disease to ensure your wishes are met can be empowering. The sooner legal plans are established, the better prepared you and your family will be! It is nor-mal to feel overwhelmed by the details of legal planning, but remember that...
Living through the last year with Covid-19, everyone has emerged with their own takeaways. In our field of estate planning &...
Multigenerational families often face estate planning questions that affect several generations at once. A thoughtful estate plan can help protect minor children, aging parents, adult children, and family assets while providing clear instructions for the future.
As more Massachusetts families share caregiving responsibilities and financial obligations across generations, estate...
You have a special needs trust— or you have been designated as the trustee of a special needs trust— or your child has a special needs trust. What is a trust? What is a trustee? What is a beneficiary? What are all these terms you’ve never used before even though your first...
By: Nora Garvey
Taking the emotions out of death and financesAs families gather for the holidays, talking about long-term financial security and trusts may not be top of mind. Death and finances are often two of the most uncomfortable topics for families to talk...
By Matthew Erskine
The key to estate planning for many years has been the time value of money - the assumption that an investment asset will be worth more in the future than it is today. Since the 1930’s, this assumption has been proven correct, as the total return on investments...
