When a loved one dies, one of the first questions families face is whether their estate must go through probate. In Massachusetts, the answer depends largely on the type of…

Most people in Massachusetts hear the phrase estate tax and assume it has nothing to do with them. For a long time, that was understandable. The federal estate tax kicks…

Number 1: Avoidance of Probate Establishig a revocable trust, and properly funding the trust, avoids probate on assets that would traditionally trigger probate.  These assets include real estate and privately…

Misconception 1: Gifts are taxable to giver or receiver A common misconception is that gifts during life are taxable on the giver or the receiver.  Individuals can give away up…

A common challenge clients face when setting up their estate plan is who to choose for the roles of guardian, executor, and trustee. Often clients choose the same person for each…