Newsletters
The Secure Act
We write to share a recent change in the law governing retirement plans as of January 1, 2020. If you have one or more retirement plans (e.g. 401(k)s or IRAs), this change could impact your estate plan.
Key Estate And Gift Tax Numbers For 2020
The IRS has issued updated exemption amounts for estate and gift taxes for the 2020 calendar year.
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Past Issues
Some Cautionary Celebrity Tales; Why Careful Estate Planing Is Important
Even celebrities die without wills. Picasso’s unplanned estate paid an extra $30 million in taxes. Prince’s $300 million estate faced unnecessary significant taxes and disputes, with false claims by alleged heirs, including a convicted felon.
Preplanning Funeral Arrangements
If you have wishes regarding your funeral services or burial arrangements, there are various ways to make such wishes known.
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.
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