A QTIP trust has many benefits, including asset protection, tax reduction, and keeping funds in the family. Margolis & Bloom, Wellesley, MA, 781-705-6400
In Pfannenstiehl case, MA SJC upholds use of asset protection trusts to protect property from divorce. Margolis & Bloom, Wellesley, MA, 781-705-6400
A court decision reverses spendthrift trust law by making one subject to division in divorce. Margolis & Bloom, Wellesley and Boston, MA, 02481.
Trusts can protect inherited IRAs from creditors and poor decision-making by heirs. Margolis & Bloom blog, Wellesley, MA. Phone number 781-705-6400.
Rules for asset protection trusts must balance control and protection. Margolis & Bloom blog post from Wellesley, MA. Phone number 781-705-6400.
In 2014, the U.S. Supreme Court decided that inherited IRAs do not enjoy any bankruptcy protection. Call Margolis & Bloom in Wellesley, MA – 781-705-6400.
Wondering whether MassHealth will take your house or other assets? Asset protection in Massachusetts is a concern for many people.
A checklist for reviewing revocable living trusts to make sure that they are up-to-date and meet the grantor’s goals, including trustee and tax provisions
Expert Steven J.J. Weisman lists 18 steps seniors and others can take to protect themselves from scams and identity theft
In Gordon v. Pappalardo the bankruptcy court rules that Massachusetts homestead protection does not apply to remainder interest in life estate property
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Margolis Bloom & D’Agostino
100 William Street, Suite 220
Wellesley, MA 02481
781-705-6400
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Join us for a discussion with author, attorney and financial analyst, Gabrielle Clemens. She will discuss her latest book, “Marriage is About Love, Divorce is About Money”
