Monthly Archives: January 2024
Estate Planning In Massachusetts: What Is The Best Way To Leave An Individual Retirement Account (IRA) To My Heirs?
Do you have a retirement account? Whether it is an IRA or a Roth IRA, a retirement account is an important asset. It is crucial that you are able to pass on your retirement savings to your beneficiaries in the most effective, efficient manner. What is the right estate planning strategy? Within this article,… Read More »
What To Know About The 2023 Massachusetts Tax Relief Plan (Estate Tax Considerations)
According to a report from Forbes Magazine, Massachusetts Governor Maura Healey recently signed a comprehensive tax relief plan into law. The new legislation could have significant implications for certain estates in the Commonwealth. Within this blog post, our Boston estate planning attorneys highlight the most important things that you should understand about the Massachusetts… Read More »
Bring In The New Year With A Review Of Your Estate Plan
According to the AARP, the majority of Americans do not have an estate plan in place. If you have a comprehensive estate plan, you are doing better than most—but you might not be properly protected. An estate plan that has fallen out-of-date may not protect your interests or achieve your goals. Here, our Boston… Read More »
The Three Big Special Needs Planning Mistakes To Avoid
According to the Pew Research Center, more than 40 million Americans live with some form of a disability. These disabilities can range dramatically in their scope and their effect on a person’s life. If you have a child or another loved one with special needs, it is essential that you consider their unique situation… Read More »