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Beating the Estate Tax: A Monteforte Law Success Story
How We Saved a Client Nearly $1 Million in Estate Taxes Using Advanced Estate Planning Tools High-net-worth individuals face unique...
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Tony Bennett’s Estate: Why the Right Trustee Matters
Tony Bennett’s Estate Battle: The Crucial Importance of Choosing the Right Trustee When the legendary Tony Bennett passed away in...
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Why Using LegalZoom for Your ILIT Is a Ridiculous Idea
Why Using LegalZoom for Your ILIT Is a Ridiculous—and Risky—Idea In today’s fast-paced world, more people are turning to online...
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Estate Tax Secrets Massachusetts Doesn’t Want You to Know
Estate Tax Secrets Massachusetts Doesn’t Want You to Know Did you know that Massachusetts has one of the lowest estate tax...
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The Sandwich Generation: Securing Your Family’s Future
The Ultimate Guide for the Sandwich Generation: Secure Your Parents’ and Kids’ Future with Estate Planning What Is the Sandwich...
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From Laundry to Naps: The Hidden Costs of Remote Work
From Laundry to Naps: The Hidden Costs of Remote Work on Your Business Let’s talk about remote work. On the...
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Estate Tax Loopholes Are Closing in 2024 No Matter Who Wins
Why You Need to Act Now: Estate Tax Loopholes Are Closing No Matter Who Wins in 2024 With the 2024...
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Sinking Ship’s Lesson on Estate Planning
What a Sinking Ship Teaches Us About Estate Planning If you’ve ever dreamed of owning a boat, you’ve probably heard...
• General Wills, Trusts, & Estate Planning
Dementia: A Lawyer’s Heartbreaking Last Day in Court
Dementia: A Lawyer’s Heartbreaking Last Day in Court Recently, I read a powerful article in Boston Magazine that made me...
• General Wills, Trusts, & Estate Planning
Faking Your Own Death: Not Exactly Sound Estate Planning
Faking Your Own Death: Not Exactly Sound Estate Planning—Here’s What Actually Works We’ve all heard wild stories about people trying...