If you hold cryptocurrency and live in Massachusetts, there are five estate-planning issues you should address proactively.
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The Red Folder: After I’m Gone
I want to thank JMM for graciously allowing us to interview her for our newsletter and for sharing her story so openly.Thomas recently spoke with one of our clients, and […]
Continue readingIncapacity Planning: The Other Part of Estate Planning Why You Need to Worry About Incapacity Planning
Estate planning isn’t just about death – it’s equally important to plan for potential incapacity, which can happen at any age due to illness, injury, or cognitive decline. Incapacity means […]
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Summer Vacation Plans? Precautions and Preparations to Consider
After months of near confinement in our homes, many of us are stir-crazy and eager to travel to a vacation destination. Although more states are opening up, there are several […]
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Types of Life Insurance and How They Can Be Used in Estate Planning
Many of us do not start thinking about life insurance until we get our first full-time job and the company’s human resources representative asks us if we want to enroll […]
Continue reading Do I Have to Leave Anything to My Children?
One common storyline in Hollywood movies is the rich father disinheriting the family outcast. The story usually traces the child’s attempts to win the father over and be considered a […]
Continue readingWays to Leave Your Real Estate to Your Loved Ones (and the Pros and Cons)
Owning real estate continues to be a very popular investment vehicle for individuals and couples alike. One attractive feature of investing in real estate is that investment property can also […]
Continue readingStress Test Your Estate Plan
So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the Pond. However, you still have serious work to do to ensure […]
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