by Scott Farquharson | Jun 27, 2019 | Uncategorized
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...
by Scott Farquharson | Jun 27, 2019 | Uncategorized
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...
