It’s hard enough thinking about the uncertainty of the future—you don’t want constant reminders that you won’t always be around to take care of your family. When you read our estate planning blog, however, you’ll get the important information you need to prepare for the future and protect your family without the dire warnings about what could go wrong.

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  • What I hope Tony Stark Did for His Daughter Avengers" Endgame was a good movie. Action-packed. But it was also thoughtful and emotional.
  • The Financial Advisor's Role in Estate Planning Why Should Your Financial Advisor Work Closely with Your Attorney? Because if they don't, your plans could contradict each other. Read on...
  • Game of Thrones estate planning? My 5 pieces of advice for Jon Snow's Estate Plan What 5 pieces of advice would I give to Jon Snow for his estate Planning?
  • What is a Lady Bird Deed? A “Lady Bird deed” is a way to transfer property to someone else outside of probate while retaining a life estate in the property. This type of deed got its nickname when President Lyndon B. Johnson used it to convey property to his wife, Lady Bird Johnson.  In Massachusetts, it is more commonly known as …
  • How to Transfer Wealth Using GRATs (Grantor Retained Annuity Trusts) A low-risk tool to transfer wealth and help mitigate taxation is called a Grantor Retained Annuity Trust (GRAT).  GRATs have several advantages: -they can eliminate gift tax liability on transfers to family members -they have minimal legal and administrative costs -grantors can exchange assets with the GRAT without income tax or capital gains consequences -they …
  • What is a Spendthrift Provision? A “spendthrift provision” is a clause in a Trust or a Will, enforceable under Massachusetts law,  that protects a beneficiary against a creditor attaching prior debts against the beneficiary’s inheritance as well as preventing the beneficiary from acquiring debt based on the future inheritance. The protection offered by a spendthrift provision prevents a beneficiary’s creditors …