On October 4, 2023, Massachusetts Governor Maura Healey signed into law comprehensive tax legislation impacting Massachusetts individuals and families. The $1 billion tax relief package is designed to boost the Commonwealth’s affordability and competitiveness. Most notably, the law doubles the Massachusetts estate tax exemption, from
If you’re middle-aged and thinking of getting remarried, be very careful about how you time your nuptials. That’s because whether you get married before the day you turn 60 or after the day you turn 60 could impact your eligibility for survivor benefits from a
The Best-Laid Plans You did it. You did what so many of your friends and family members have not, what you yourself dragged your feet on for years longer than you should have. You made arrangements for your estate, appointed a healthcare proxy, and relaxed,
A will is an important document to ensure that upon your death your assets are distributed according to your wishes rather than as the state determines. If the idea of creating a will feels like you’re tempting fate, think of it as a road map
When many people hear the term “Estate Planning,” they think of billionaires like Bill Gates or Warren Buffett. They think of their elderly parents. Estate planning isn’t only for the wealthy or the elderly. Simply put, estate planning is your opportunity to make legally effective
Get Your Affairs in Order For most of us, coronavirus and the threat it poses has made us contemplate the status of our estate plans. As thousands of people in the Commonwealth have died of COVID-19 and its complications, many thousands more are ill, and
A Will, is a legal document created by an individual to distribute property and provide instruction about how they would like their final wishes to be carried out after their death. In the Commonwealth of Massachusetts, if a person dies without a Will, state law
posted by Eric Schutzbank Achieving a Better Life Experience (ABLE) became law in December 2014. Similar to the 529 college saving plans, ABLE allows people with disabilities and their families to put aside funds for disability-related costs. Set up by the state and administered through
posted by Eric Schutzbank Being single doesn’t mean you do not need an estate plan. Single people need to be taken care of if they become incapacitated and also want to have a say in how their property is distributed after their death. Single people
posted by Eric Schutzbank Taking care of a deceased person’s assets and business affairs adds stress to an already emotional situation. Adding to the anxiety, families sometimes discover their loved one has been taken advantage of or manipulated by the relative they entrusted to provide
On October 4, 2023, Massachusetts Governor Maura Healey signed into law comprehensive tax legislation impacting Massachusetts individuals and families. The $1 billion tax relief package is designed to boost the Commonwealth’s affordability and competitiveness. Most notably, the law doubles the Massachusetts estate tax exemption, from
If you’re middle-aged and thinking of getting remarried, be very careful about how you time your nuptials. That’s because whether you get married before the day you turn 60 or after the day you turn 60 could impact your eligibility for survivor benefits from a
The Best-Laid Plans You did it. You did what so many of your friends and family members have not, what you yourself dragged your feet on for years longer than you should have. You made arrangements for your estate, appointed a healthcare proxy, and relaxed,
A will is an important document to ensure that upon your death your assets are distributed according to your wishes rather than as the state determines. If the idea of creating a will feels like you’re tempting fate, think of it as a road map
When many people hear the term “Estate Planning,” they think of billionaires like Bill Gates or Warren Buffett. They think of their elderly parents. Estate planning isn’t only for the wealthy or the elderly. Simply put, estate planning is your opportunity to make legally effective
Get Your Affairs in Order For most of us, coronavirus and the threat it poses has made us contemplate the status of our estate plans. As thousands of people in the Commonwealth have died of COVID-19 and its complications, many thousands more are ill, and
A Will, is a legal document created by an individual to distribute property and provide instruction about how they would like their final wishes to be carried out after their death. In the Commonwealth of Massachusetts, if a person dies without a Will, state law
posted by Eric Schutzbank Achieving a Better Life Experience (ABLE) became law in December 2014. Similar to the 529 college saving plans, ABLE allows people with disabilities and their families to put aside funds for disability-related costs. Set up by the state and administered through
posted by Eric Schutzbank Being single doesn’t mean you do not need an estate plan. Single people need to be taken care of if they become incapacitated and also want to have a say in how their property is distributed after their death. Single people
posted by Eric Schutzbank Taking care of a deceased person’s assets and business affairs adds stress to an already emotional situation. Adding to the anxiety, families sometimes discover their loved one has been taken advantage of or manipulated by the relative they entrusted to provide
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