Monthly Archives: January 2023
Planning To Leave Money Or Property To Charity? Know Your Estate Planning Options
Leaving money or property to support a good cause is important to many people. According to data from the National Philanthropic Trust (NPT), Americans gave nearly $500 billion to charitable causes in 2019 alone. With the proper estate planning strategy, you can be sure that your preferred charitable organization will get the absolute most… Read More »
The Small Business Owners’ Guide To Business Succession Planning In Massachusetts
Small businesses are the backbone of the economy in Massachusetts. Many small business owners want to keep their company in the family for generations. Others may be looking to eventually transition out of the business. Regardless of your goals, it is imperative that you have a comprehensive business succession plan in place. Within this… Read More »
The #1 Way To Avoid Probate
Have you heard of probate? If so, you know that it’s something you want to avoid. If you are waiting on an inheritance, probate is the cause of the delay. Probate is the process of settling someone’s estate when they die and then distributing the remaining assets in accordance with either the decedent’s will… Read More »
Are Conditional Bequests Legal?
If you have recently lost a loved one, you may have learned about the contents of their will. You may have been surprised to learn that there were certain conditions or requirements on your ability to receive your inheritance. This is not very uncommon. In fact, many people place conditions on bequests in their… Read More »