How To Appoint A Guardian And Trustee For Your Family’s Future
Estate Planning While I’ve discussed several types of trusts and the benefits of establishing them for your family, there are a few parts missing. That part is the guardian and the trustee. A trust is only as strong as the person appointed to protect it and execute your wishes within...
The Federal Portability Series: Massachusetts Is Out Of The Question
Wills Last week, I brought the topic of federal portability to light. Even though it’s not much of a critical issue now, I am still going to blog about it. It’s more of a back-burner issue, but it does need to be on your stove—on your radar. For all my Massachusetts clients...
The Federal Portability Series: What Is It And Does It Affect You?
Estate Planning This week, I need to bring an issue to light which many people do not know about. The topic of discussion is Federal Portability, which relates to estate tax exemptions. While it’s not as important as it once was, the exemption status and rules should still be...