Posts in Estate Planning
They're All Grown Up! Guiding Your Child's Leap into Adulthood

Once your child turns 18, they're legally deemed an adult, despite having much more growing up to do (even if they might not agree!). At this stage, privacy laws protect their health and financial information, just like any other adult. However, with some proactive planning, you can still provide the support they need. Read more.

Read More
A Guide to Estate Planning for Non-Biological Parents in the LGBTQIA+ Community: Protecting Your Family During Pride Month

Celebrate Pride and reflect on progress made for the LGBTQIA+ community this June. As a non-biological parent in the LGBTQIA+ community, it's important to be aware of the ongoing fight for full equality. One area that might require attention is ensuring your parental rights are legally protected, especially if you are a non-biological parent. Learn more about this and find valuable information here.

Read More
Estate Planning: A Gift of Serenity and Empowerment for Every Mother

Give your mother a gift that truly lasts this Mother's Day: the reassurance and empowerment provided by well-crafted estate planning. Estate planning allows you to safeguard your well-being, your children's future, and your financial security, ensuring you're ready for whatever comes your way. It's the best gift a mom can receive. Learn more.

Read More
Why Investing Your Tax Refund in Estate Planning Is a Smart Choice

So you received a tax refund this year—congratulations! You might be thinking of splurging on a vacation or saving it for an unforeseen expense, but there's an even smarter option for utilizing that refund: estate planning. Here's why it's a wise choice. Continue reading to learn more.

Read More
Beyond Vows and Partings: The Importance of Planning Ahead for the Conclusion of Your Relationship

Whether due to a breakup, divorce, or the passing of a significant other, all relationships inevitably reach a conclusion. The extent to which you've prepared for such an eventuality can significantly affect you, your partner, and your assets. Discover more.

Read More
3 Essential Estate Planning Papers Your Parents Should Have Immediately

As your parents enter their later years, securing their comfort and tranquility—as well as your own—becomes increasingly important. To guarantee your parents have access to the support they require, it's critical they have these three essential documents prepared and accessible. Discover more.

Read More
Estate Planning Essentials for Caregivers of Individuals with Dementia - Part 2

This week, we progress our conversation on estate planning for a family member with dementia, emphasizing the need for increasingly proactive and strategic planning to prevent future disputes regarding your loved one's wishes. Continue reading to learn more…

Read More
Estate Planning Essentials for Caregivers of Individuals with Dementia - Part 1

In this article, we delve into the significance of estate planning for those diagnosed with dementia. It's a vital step in safeguarding the preferences and legal rights of your loved one. Continue reading to learn more.

Read More
Transition to Adulthood: What Happens Legally When My Child Turns 18?

This week we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. Read more…

Read More
Flu Season Fundamentals: How to Keep Seniors Safe This Fall

The fall season marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, there are several steps you can take to ensure their well-being during the colder days ahead. Read more…

Read More
Massachusetts Estate Tax Update

Massachusetts embraces a significant tax overhaul, led by Governor Maura Healey, increasing the estate tax threshold from $1M to $2M starting in 2023. This shift not only offers relief for many but aligns the state with evolving federal tax standards. Read more…

Read More
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2

Last week we started to explore the key estate planning components every newlywed couple needs to protect their rights, wishes, and plans now and in the future. This week, we’re continuing the conversation with three more estate planning must-do’s for newlyweds. Read more…

Read More
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1

With all the joy and happiness a new marriage brings, planning for your potential incapacity and future death may feel out of place, but creating your estate plan as part of your post-nuptial to-do list is the greatest gift you can give your new spouse. Read more…

Read More