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Category Archives: Estate Planning

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How To Establish A Valid Will

By Fisher Law LLC |

All adults should have a will that properly disposes of any property in their possession at the time of their death. Establishing a will is important as it can help ensure that your loved ones do not have to argue in court about who is entitled to your property after you pass. The following… Read More »

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LongTermPlan

Long-Term Care Options In Massachusetts

By Fisher Law LLC |

When you think of long-term care, you might think of a typical nursing home environment. However, there are several long-term care options that are available for elderly individuals in the state of Massachusetts, which this article will thoroughly discuss. Option #1- Assisted Living Facilities An assisted living facility is for elderly individuals who do… Read More »

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Creating A Living Trust In Massachusetts

By Fisher Law LLC |

You may have considered the benefits of establishing a trust during your lifetime which could benefit your loved ones. A trust is a fiduciary relationship in which one party (the “grantor”, “trustmaker” or “trustor”) gives another party (the “trustee”) the right to hold title to the  grantor’s property or assets. The following article will… Read More »

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Estate Planning Lessons from Celebrity Nightmares

By Fisher Law LLC |

The dispute over Larry King’s estate shines a harsh spotlight on what happens when an elderly person makes major changes late in life to his or her estate plan, especially when the person has become physically weakened and possibly mentally affected, due to aging and illness. A recent article from The National Law Journal,… Read More »

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What Qualifies as a Qualified Charitable Distribution?

By Fisher Law LLC |

Qualified charitable distributions allow individual retirement holders to divert some of their federally taxable required distributions to charity, reports a recent article “A tax break for retirees is back. Here’s how to use it–and what to avoid,” from The Washington Post. Known as QCDs, they were not a big deal until 2017, when a… Read More »

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Can I Revoke a Power of Attorney?

By Fisher Law LLC |

Spouses and partners chosen by adult children often lead to estate planning challenges. In one case, a parent worries that a second husband may be a poor influence and wants to revoke the power of attorney originally granted to a daughter. How to do that legally and without any hurt feelings is examined in… Read More »

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What Paperwork Is Needed after Someone Dies?

By Fisher Law LLC |

Tax return issues, family matters, business associates, partners, trustees, bankers, investment advisors and tax collectors from the IRS to state and local taxing authorities all require attention after someone has died. There is a lot of work, and often a grieving family member finds it helpful to enlist the aid of a professional to… Read More »

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Roth IRA has a 5-Year Rule

By Fisher Law LLC |

Roth IRAs are popular for their flexibility and the simplicity of putting after-tax dollars in and not paying taxes on withdrawals during retirement. However, making the most of a Roth IRA requires paying attention to the details, according to a recent article “What is the Roth IRA 5-Year Rule?” from U.S. News & World… Read More »

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The Stretch IRA Is Diminished but Not Completely Gone

By Fisher Law LLC |

Before the SECURE Act, named beneficiaries who inherited an IRA were able to take distributions over the course of their lifetimes. This allowed the IRA to grow over many years, sometimes decades. This option came to an end in 2019 for most heirs, but not for all, says the recent article “Who is Still… Read More »

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What are the Stages of Probate?

By Fisher Law LLC |

Probate is a court-supervised process occurring after your death. It takes place in the state where you were a resident at the time of your death and addresses your estate—all of your financial assets, real estate, personal belongings, debts and unpaid taxes. If you have an estate plan, your last will names an executor,… Read More »

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