Spring 2019 Newsletter

Estate Plan

What’s In A Name? Non-Probate Property And Estate Planning

As part of the estate planning process, it is important to distinguish between so-called “probate” assets and “non-probate” assets because your Will only controls the disposition of your probate assets.

Estate Planning = Peace of Mind

The emotional and financial costs of fixing problems when someone has failed to plan greatly exceed any such costs addressing issues up front in an estate plan.

Ready to discuss your future?

Our legal associates are ready to help you plan.

Past Issues

Non-Tax Reasons for Estate Planning

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.

The Trouble with Joint Accounts

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.

Spring 2018

  • Federal Estate Tax Changes
  • Health Care Planning

Fall 2017

  • Using Trusts to Protect Family Assests
  • IRA Charitable Rollover

Summer 2017

  • Estate Tax Uncertainty
  • What is a MOLST?

Fall 2016

  • Valuation Discounts in Jeopardy?
  • Once You’re Eighteen, You Need an Estate Plan

Spring 2016

  • How GRATs Work
  • IRA Charitable Rollover