The truth is that anyone can benefit from estate planning, whether you are a young unmarried individual, a child heading off to college, or older couples who are looking down the road to retirement. It’s never too soon to start thinking about estate planning either. Even if your relationship is not yet recognized by law… Read More »
Posts Categorized: Estate Planning
Recent Developments in the Estate Planning World
The following are some recent developments from 2017 which are of interest to the estate planning community. Valuation Discounts Update: In 2017, the estate planning community expected to see big changes regarding the ability to do valuation discounts under Sec. 2704 of the Internal Revenue Code. Briefly, Sec. 2704 was set up by Congress… Read More »
Changes to Federal Estate and Gift Taxes under TCJA
The new tax law that went into effect on January 1, 2018 is known as the “Tax Cuts and Jobs Act” (“TCJA”), or Reconciliation Act of 2017, or 2017 Tax Act. The following will provide a brief overview of transfer tax changes under TCJA. The following is not all-encompassing and should not be relied on… Read More »
Why We Do What We Do
I love helping people and bringing them comfort. It’s the ‘why’ of what I do. Many people think that an estate planning attorney is just the technician – provide legal documents to satisfy a client’s needs. It’s so much more than that. I see myself as part of my client’s life – There to help… Read More »
History of Needham: Film Screening and Panel Discussion
The decision to move into a senior living community is a big step for retirees and their families. Get the answers you’re looking for from our panel of experts specializing in senior services. This event, will consist of a short film screening and panel discussion to follow. Our panel of experts includes: Audrey Zabin, M.ED.,… Read More »
Understanding Advanced Directives and Common Estate Planning Mistakes Presentation
Every estate plan is built upon a foundation of essential estate planning documents. Learn about these essential documents, including: advance medical directives and living wills, health care proxies, powers of attorney, revocable living trusts, and last will and testaments. Understanding these documents can help you make the right decisions so that you can minimize hardships… Read More »
What Matters to You: An Interactive Seminar on Starting Difficult Conversations
Join us as we welcome Ezra Home Care and O’Connell Law for this unique, one of a kind seminar. It can be hard to start conversations about what matters most to each of us as we age. Using the game, “Hello,” our moderators help guide participants to make crucial conversations easier and more comfortable… Read More »
Estate Planning “Mistakes” Lead to Serious Consequences
Plenty of mistakes that seem minor at the time could end up leaving you or your loved ones with unfortunate consequences. Sadly, in the vast majority of these cases, it will be too late for you to do anything about it. Many family members are realizing the mistakes of their loved ones after that loved… Read More »
Key Reasons Why You Need a Life Insurance Policy in Your Estate Plan
You know that you’ve got to have a will, possibly a trust, and powers of attorney as part of your estate plan. But if you’ve overlooked life insurance, this could turn out to be a huge mistake for you and your loved ones. There is a good chance that like most people across the United… Read More »
Estate Planning, Investing, and Retirement Planning Are All Struggles for American Citizens
The annual survey put out by Hearts & Wallets identified that in a survey of more than 5,000 adults, individuals who are in their late career or pre-retirement and believe they will be retiring in the next 5 years have issues with retirement planning, investing and estate planning. More than half of these individuals… Read More »