(508) 792-2800
September 12, 2014
|Posted by
CHWM |As Massachusetts couples get older or acquire more assets, they may begin thinking about how to plan their estate in the event that one or both parties pass away. In some cases, couples may decide to use a bypass trust, though this option is not for everyone.
September 05, 2014
|Posted by
CHWM |Massachusetts residents involved in creating an estate plan may be interested to learn that taxes are levied on varying assets in different ways. According to a recent article, some types of assets should be held in the estate until death because their tax basis will be stepped-up when they pass to heirs, allowing them to avoid certain amounts of capital gains taxation.
August 22, 2014
|Posted by
CHWM |In Massachusetts, a complex chart of potential heirs is used to determine who inherits an estate unless estate planning documents are in play. Understanding how the state courts view the heir structure can help ensure the estate planning process includes specific documents and language to protect heirs that may not be fully protected by the court alone.
What Rights Do Donors Have Over Donor-Advised Funds?
01 - 02 - 2020
|Posted by
Christopher Mitchell|Estate Plans Need To Change Over Time
12 - 11 - 2019
|Posted by
Marvin Silver|
45 Lyman Street, Suite 15, Westborough, MA 01581
Phone: (508) 986-9430
Fax: (978) 416-0444
