In Matthew Sacks v. Nancy Dissinger the Massachusetts SJC limits the one-year statute of limitations on challenges to trusts to claims of invalidity
The Colecchia Family Irrevocable Trust demonstrates the need for transparency about family estate planning. Learn more about irrevocable trusts 781-705-6400
Massachusetts should follow California’s lead of eliminating asset limits on eligibility for MassHealth (Medicaid). Have more questions? Call 781-705-6400
The United States faces an elder care crisis in 10 years when the oldest Baby Boomers turn 85. The Build Back Better Act is first step towards a solution.
The wealthy can lock in the current $12 million federal gift and estate tax threshold by making big gifts prior to the threshold being cut in half in 2026.
By Harry S. Margolis About a dozen years ago a woman unexpectedly passed away. She was unmarried and had no children. She had named her nephew, John, as the beneficiary of her IRA. John was five years old at the time of his aunt’s death when the IRA held approximately
A federal bankruptcy case, finds that the debtor’s property qualified as his home for homestead protection purposes.
Due to the “staleness doctrine” of many financial institutions, revocable trusts often work better than durable powers of attorney for incapacity planning.
The website ThinkingAheadRoadmap.org provides tools for seniors to put in place a structure to assure their financial security as they age. Visit Wellesley
If you name your revocable trust as beneficiary of your retirement plan, it may be subject to claim by your creditors after your death. Call 781-705-6400
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Margolis Bloom & D’Agostino
100 William Street, Suite 220
Wellesley, MA 02481
781-705-6400
Boston: 617-267-9700
Norwood: 781-769-3110
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Join us at 12pm EST on Thursday, April 13th for a live town hall with financial advisor, Nora Yousif and our partner, Patrica C. D’Agostino, as they
