Natixis retirement index ranks the United States low on financial security. As a result, Baby Boomers should keep working as long as possible.
Chouinard family contribution of Patagonia to purpose trust and nonprofit highlights recent change in trust laws.
Boston Foundation report highlights coming crisis in caregiving. We need to act now to improve working conditions for caregivers and prepare for the coming deluge of Baby Boomers needing care.
When family members become caregivers, they need to put the arrangement in writing, especially if they are seeking compensation for their sacrifice.
When extended families move in together they can use Margolis Bloom & D”Agostino’s Cohab Workbook for Families to avoid future disagreements.
While it can make sense for a will to direct that all estate property be sold and the proceeds distributed, it can also result in higher capital gains taxes for the beneficiaries.
Massachusetts fails to pass legislation increasing its estate tax threshold from $1 million to $2 million
In the case of Barbetti v. Stempniewicz, the Massachusetts Supreme Judicial Court rules that a specific power of attorney did not allow the creation of a revocable trust, but chose not to address the question of whether such a power may be created, leaving that to the legislature to decide.
While a recent decision in the case of Paul A. DeVico, et al. v. Annmarie Sullivan (Mass. App. Ct., No. 21-P-779, June 1, 2022) deals only with whether it is time-barred due to the statute of limitations, it involves an issue that often arises in the realm of Medicaid planning.
The Massachusetts legislature is poised to increase the estate tax threshold from $1 million to $2 million.
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Learn all the law you need to know to work with your older clients and those with disabilities. You’ll also receive four CEU credits. About
