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Law Blog
October 08, 2014
|Posted by
CHWM |In Massachusetts, a fiduciary is defined as an individual, bank, trust company or corporation that charges clients for administering a trust or an estate. Furthermore, the entity or individual must have gross annual compensation for all of its fiduciary services that is more than $25,000 for the last three years.
October 02, 2014
|Posted by
CHWM |Estate planning can sometimes be a complex task for Massachusetts residents. However, by asking a series of questions, individuals may be able to determine what their plans will look like. The most important question to grapple with may be how an individual communicates with future heirs or others who may be tasked with administering an estate. Communication is important as not all heirs may receive an equal inheritance.
September 25, 2014
|Posted by
CHWM |Individuals in Massachusetts who are planning their estate may wish to consider the value of a trust. Trusts can be more flexible and useful for individuals with a variety of assets and needs than many people may realize.
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|
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