Check out our blog posts for Estate Planning tips, resources, and recent developments
Year-End Charitable Giving Strategies: How to Build Your Legacy and Support the Causes You Love
The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating a lasting legacy.
Understanding Asset Ownership: Estate Planning Questions Answered Part 1
Understanding Asset Ownership: Estate Planning Questions Answered - Part 1
Protecting your assets and ensuring they are passed on to your loved ones without complications starts with understanding account ownership and management. This two-part series explores the essential aspects of asset ownership, addressing key questions to help you make informed decisions.
3 Reasons Why Single Folks With No Children Need An Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. While most adults don’t take estate planning as seriously as they should, if you are single with no children, you might think that there’s really no need for you to worry about creating an estate plan. But this is a huge mistake. In fact, it can be even MORE important to have an estate plan if you are single and child-free.
Our Top 3 Tips for Every New Homeowner
Congratulations on the purchase of your new home! Whether this is your first home or you are upgrading or downsizing from your current home, a real estate purchase is a big event in your life. When major life events occur, it is important that you have a plan in place to ensure that you are properly prepared for the future. Below are a few things to consider now that you finally have the keys to your new home.
What Your “Last Will & Testament” Will (and Will Not) Do—Part 2
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process.
What Your “Last Will & Testament” Will (and Will Not) Do - Part 1
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process.
Estate Planning Checkup: Is Your Estate Plan Up-to-Date?
While you almost surely understand the importance of creating an estate plan, you may not know that keeping your plan current is every bit as important as creating a plan to begin with.
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. But you may need clarification about whether you need a revocable living or irrevocable trust. More and more, we are seeing people come our way asking for a irrevocable trust, and so this article is designed to help you learn the difference and then get into an “eyes wide open” conversation about the right kind of trust for you and your loved ones.
Married in Massachusetts? A Joint Revocable Living Trust May Be Your Best Option
When younger clients are juggling multiple RLTs, realty trusts, and ILITs with no idea why, it’s often a sign that they have a cookie cutter estate plan that doesn’t serve them. In my experience, an overly complicated estate plan can result in a failure to fund properly, and can create a probate time bomb that families won’t even learn about until it’s too late.
Why Putting Your Family Home in a Trust is a Smart Move - Part 2
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you become incapacitated by illness or injury.
Why Putting Your Family Home in a Trust is a Smart Move - Part 1
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you become incapacitated by illness or injury.
Estate Planning: A Gift of Peace and Power for Every Mother
Here’s a Mother's Day gift that keeps on giving: the peace of mind and power that comes with thoughtful estate planning. Estate planning helps you protect yourself, your children and your financial stability so you’re prepared for anything. That’s the best gift a mom can get.
What Happens To Your Social Media Accounts?
Ever wondered what happens to your social media accounts after you pass away? Each social media platform has its own rules, so understanding these options is essential for managing your digital accounts responsibly.
Why Estate Planning Is the Best Use of Your Tax Refund
So you got a tax refund this year. Hooray! While you may be tempted to spend it on a vacation, or put it away for a rainy day, there’s an even better way to put that refund to work for you: estate planning.
How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess
Do-it-yourself Wills and Trusts are all over the internet, with promises of saving you money and protecting your loved ones after you’re gone. But don’t be fooled! They’re often way more trouble than they’re worth.
Parents, Step-parents & Children … Unique Dynamics of Blended Families
A close look at a real-life cautionary tale about what can happen in any blended family when the parents leave decisions about their children’s care and inheritance up to their surviving spouse and the state’s laws.
‘til Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
Whether it’s a breakup, divorce, or the death of a loved one, every relationship eventually comes to an end. Whether you have planned for that ending or not will have a real impact on you, your partner, and your assets.
3 Estate Planning Documents Your Parents Need Right Now
As your parents navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. To make sure your parents can always get the help they need — in the way that they would want — make sure they have these 3 documents in place right now.
14 Ways to Show Your Finances Some Love This Year - Part 2
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year. Read Part 2 of our series now for even more.
Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This
Many assume that in the event of their untimely passing, their children will automatically be cared for and inherit their assets. However, the reality is far more complex and potentially unsettling.
Let's unpack why relying on assumptions alone could leave your children's future in uncertain hands.