Estate Planning
Estate Planning
Massachusetts Residents can use wills and trusts to protect their assets.
Is your estate plan based on a will or a trust? A robust estate planning is necessary to ensure that your assets are managed according ...
Estate Planning
Dynamic Estate Planning: Three Stages
The one constant in life is that it will always change. Although everyone knows this truth, it can be difficult to integrate it into your ...
Estate Planning
A Guide for Woburn Residents
Why Include Charitable Giving in Your Estate Planning? Does your cause matter to you? Giving to charity not only helps a notable nonprofit, but it ...
Estate Planning
October Celebrations: National Estate Planning Awareness Week
National estate planning awareness week (NEPAW) takes place annually in October to educate individuals and families on the importance of estate planing. This week-long event ...
Estate Planning
Are you prepared for the costs of long-term care?
Many people don’t pay much attention to senior long-term care expenses. First, the belief that you won’t need long-term care because you have led a ...
Estate Planning
Strategies for Minimizing Estate Taxes for Woburn Residents
What Are Estate Taxes? The estate tax is levied when a person dies before their property can be transferred to the heirs. The estate tax ...
Estate Planning
Should I Use a UGMA/UTMA account or a trust to protect assets intended for my minor child?
Parents or grandparents often use a Uniform Gifts to Minors Act account (UGMA) or Uniform Transfers to Minors Act account (UTMA) to transfer assets to ...
Estate Planning
Is there an Oklahoma estate tax?
Let’s take a look at the subject so you fully understand the taxes that can enter into the picture after your death. Let’s look at ...
Estate Planning
Mesa, AZ Seniors can get in-home care.
01 Oct In Home Care Options for Seniors Mesa, AZ Posted on 01:00h In Long-Term Care Planning by Phelps LaClair Law Over two-thirds (70%) of ...