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From GRC's Spring 2019 Newsletter If you are reading this the odds are pretty good you have addressed your estate planning. Many (most?) never undertake even basic estate planning. The reasons are myriad: you just never thought about it, fear of going to see a lawyer...

From GRC's Fall 2018 Newsletter While estate tax minimization continues to be an important estate planning goal for Massachusetts residents, there are many “non-tax” reasons to regularly review and update your estate plan as well. One of the more overlooked non-tax reasons is planning for incapacity. If...

From GRC's Fall 2018 Newsletter Adult children commonly help their parents with bills, and are often added on financial accounts as joint owners to enable this help. While this may seem like a good idea, it is fraught with problems. Naming another person as a joint...