Wealth Preservation Planning Wills, Trusts, & Estate Planning
Can You Sell a House in an Irrevocable Trust in Massachusetts?
A house held in an irrevocable trust can often be sold in Massachusetts, provided the trustee has the necessary authority...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
What Is a Step-Up in Basis, and Should I Gift My House to My Children?
A step-up in basis can substantially reduce the capital gains tax your children face when they sell inherited property. It...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
How Does a Bypass Trust Help Married Couples Use Both Massachusetts Estate Tax Exemptions?
What a Bypass Trust Actually Does A bypass trust, also called a credit shelter trust, lets a married couple use...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
What Is a Generation-Skipping Trust, and Do I Need One in Massachusetts?
What It Actually Does A generation-skipping trust is designed to benefit more than one generation while dealing with the tax...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
Can You Set Up an Irrevocable Trust Online in Massachusetts?
The Short Answer We would not recommend setting up an irrevocable trust through a standard online document service without individual...
Elder Law & Long-Term Care Planning MassHealth Long-Term Care Applications & Renewals Wealth Preservation Planning Wills, Trusts, & Estate Planning
Can you just transfer your home to your children or add them to your deed?
The answer is an emphatic NO. This is one of the BIGGEST MISTAKES that people make. A transfer of your home...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
How does divorce affect your estate plan in Massachusetts?
Divorce Changes Your Plan, but Doesn’t Finish It Divorce changes your estate plan, but it does not finish the job...
General Wealth Preservation Planning Wills, Trusts, & Estate Planning
What Is a GRAT, and How Does It Transfer Wealth Tax-Free?
A GRAT, a Grantor Retained Annuity Trust, is a way to pass the future growth of an asset to your...
Elder Law & Long-Term Care Planning Strategic Planning Session Wealth Preservation Planning Wills, Trusts, & Estate Planning
Can You Name a Beneficiary on a Coinbase Account? Crypto and Your Estate Plan
If you own cryptocurrency, one fact decides almost everything about what your family goes through when you die: most crypto...
Elder Law & Long-Term Care Planning MassHealth Long-Term Care Applications & Renewals Wealth Preservation Planning
How to Protect a Spouse When Going on MassHealth
This is an important concern. You need the benefits of MassHealth to pay for your long-term care and your spouse...