I am frequently asked whether a trust is necessary, and I give the most legal answer I know: It depends. There are many different types of trusts, that serve many different purposes. They can shelter assets to reduce estate tax liability, protect privacy during the probate process, provide for responsible financial management of a minor […]
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4 Gifts to Give Your Loved Ones When You Die
What do we leave our loved ones when we die? We leave legacies of love and sometimes legacies of wealth. In the immediate aftermath of your demise, your loved ones will be struggling with their grief and trying to manage many logistical details that they have never faced before. For a program at The First […]
6 Things Every Executor Should Know about MA Probate
“Probate.” You’ve heard the term. Usually, it’s uttered with the phrase “avoiding probate” or “dealing with probate.” No one ever wants to talk about probate. Except maybe probate and estate planning attorneys. Here are the 6 most frequently asked questions I get about probate in Massachusetts. As a preliminary matter, Massachusetts no longer uses the […]
Mediation: Is it Right For You?
You have probably heard the term “mediation” offered as a solution to interpersonal issues that have legal implications, like: Divorce and parenting Probate Landlord / Tenant Employment What is mediation? Mediation is a process where a neutral third party facilitates a resolution of issues by participants. Let’s break that down: Neutral Third Party: A mediator […]
Three Ways to Reduce your Estate Tax Liability with Lifetime Gifts
Although the Tax Cuts and Jobs Act increased the federal estate tax threshold to a whopping $11.18 million for 2018, the Massachusetts estate tax threshold remains exactly where it’s been for years — at $1 million. That leaves Massachusetts families wondering how they can maximize their children’s inheritances by avoiding or reducing their estate taxes. […]
New Location in Downtown Bedford MA
I am pleased to announce my new office location, right in the heart of Bedford, MA. Conveniently located on Great Road, you may have seen my sign as you drove to the center of town or Whole Foods. There is ample, free parking. When you stop by, enter by the red door on the side. […]