New HSA Rules and Opportunities in 2026

Health Savings Accounts (HSAs) have long been one of the smartest ways to save for medical expenses—but recent changes make them even more powerful. With expanded eligibility, new flexibility for direct primary care and telehealth, and improved options for marketplace plans, HSAs can now play a bigger role in both your healthcare and financial planning. Here’s what you need to know as we head into 2026.

How Does Probate Work In Massachusetts

The probate process in Massachusetts is a court-supervised procedure for transferring a deceased individual’s assets to their heirs or beneficiaries and settling any remaining debts. While probate is a necessary legal process, it can be time-consuming, costly, and often becomes a public matter. However, there are ways to structure an estate to minimize or altogether… Read More »

The Importance of Including Final Disposition Instructions in Your Estate Plan

When creating an estate plan, people often focus on critical aspects such as wills, trusts, powers of attorney, and healthcare directives. However, one crucial component sometimes overlooked is specifying final disposition instructions. Final disposition instructions detail how you would like your remains to be handled after your death—whether through burial, cremation, or another method—and they… Read More »

A Brief History of Estate Planning in Massachusetts

Estate planning, the process of organizing and preparing for the management and disposal of a person’s assets after death, has a long history in Massachusetts. Massachusetts, one of the original thirteen colonies, has a rich legal history that has significantly influenced estate planning practices across the United States. Understanding the history of estate planning in… Read More »

Tips for Advanced Planning for a Person with Dementia

The rate of decline in dementia can make it very difficult to accomplish your estate planning outline and strategies once your diagnosis has already progressed. The tips in this article should give you some insight over how you can plan well and advance in the early stages of when someone appears to be showing the… Read More »