Monthly Archives: November 2025
Do Retirement Accounts Go Through Probate In Massachusetts?
For most people in Massachusetts, their retirement savings (401(K), IRA, Roth IRA, etc.) are amongst their most valuable assets. You may wish to leave the proceeds of your retirement account to a spouse, child, grandchild, or other loved one as part of your estate plan. This raises an important question: Do retirement accounts go… Read More »
Why Special Needs Loved Ones Require Specialized Considerations In An Estate Plan
If you have a child, grandchild, or other close loved one with special needs, there are some unique estate planning considerations that you need to be aware of. Leaving money or property directly to a special needs loved one could undermine their eligibility for public benefits. The good news is that there are estate… Read More »
What The Latest Federal Legislation Means For The Estate Tax
In July, President Trump signed the One Big Beautiful Bill Act into law. The wide-ranging law has some important implications for the federal estate tax. Most notably, it makes permanent the increased exemption threshold that was set to expire at the end of the year. At Fisher Law LLC, we handle estate tax matters…. Read More »
Estate Planning In Massachusetts: Are There Any Risks With Leaving Real Property Directly To A Loved One?
Are you preparing to leave real property (real estate) to a loved one? You may be wondering if there are any risks to leaving them the title to a property directly. The short answer is that there are some risks to be aware of. It might still be the best and most straightforward option,… Read More »