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...
Charitable Trusts, Part II: Understanding The Major Tax Benefits
Estate Planning Last week, I blogged about charitable trusts and donor-advised funds from a high-level. As promised, this week, I will be diving deeper into the benefits, focusing specifically on the tax benefits of implementing either a charitable remainder trust (CRT) or a...
Charitable Trusts, Part I: The Overview
Estate Planning When my current clients and future clients come to me, not a lot of them know there’s a way to truly provide for people. In building out a solid estate plan, it’s my job to consult with clients and ensure all their needs are met for their family....
Your Last Will And Testament: Securing And Storing, Part II
Wills Last week, I covered in depth a checklist on creating (or revising) your last will and testament. It’s important to take care of these serious matters sooner rather than later. After all, death can come expectedly or unexpectedly. It’s always smart for you...
Your Last Will And Testament: Securing And Storing, Part I
Wills It’s one thing to blog about wills, health care proxies, estate plans, trusts, etc. But today, I’m starting a two-part blog about the details in your will. If you don’t already have one, this is perfect timing. You’ll be able to start anew with...
The Parents’ Guide To Creating A Revocable Trust For Your Children
Wills The majority of my work revolves around families in the event of loss or divorce. On the plus side, I help to create peace of mind for families. I’ve discussed many aspects regarding marriages, divorces, and parents—but not children—until now. For this blog,...