Why Not Combine Tax Time With Estate Planning?
Since preparing to pay your taxes is time-consuming and requires thoughtful organization, it can be the perfect time to also work on your estate plan with a competent estate planning […]
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Is the death benefit of my life insurance part of my taxable estate?
Life Insurance Can Be Part of Taxable Estate
Life insurance isn’t taxable to beneficiaries but there can still be a tax involved. An Irrevocable Life Insurance Trust can be a key part of your overall estate plan, according […]
Read MoreThings to Consider When Making Designations in Your Estate Plan
When you create an estate plan, you’re doing more than just passing on your belongings. You’re also deciding who should manage your affairs, take care of loved ones, and carry […]
Read MoreSecure your Legacy: Free Estate Planning Workshop!
Join us for an informative presentation about estate planning and learn how the start of a good estate plan begins with foundational documents. Attorney Rebecca S. Spinner will share the […]
Read MoreResponsibilities of an Estate Administration
When a loved one passes away, there’s often more to handle than grief alone. Someone must step forward to manage the estate—distributing property, paying debts, and making sure the person’s […]
Read MoreTax Planning Strategies for Seniors
As we move into retirement, tax planning becomes more critical than ever. You’ve worked hard to build a nest egg—now it’s time to make sure you’re not giving away more […]
Read MoreEstate Planning 101 at Garden Place Health Care, Attleboro with Atty Rebecca Spinner
Secure your Legacy: Free Estate Planning Workshop! Join us for an informative presentation about estate planning and learn how the start of a good estate plan begins with foundational documents. […]
Read MoreEstate Planning 101 at The Residence at Cedar Dell, Dartmouth
Secure your Legacy: Free Estate Planning Workshop! Join us for an informative presentation about estate planning and learn how the start of a good estate plan begins with foundational documents. […]
Read MoreEstate Planning 101 at Atria Woodbriar Place Assisted Living, Falmouth
Secure your Legacy: Free Estate Planning Workshop! Join us for an informative presentation about estate planning and learn how the start of a good estate plan begins with foundational documents. […]
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