The costs of intestacy — dying without a will — fall on those least able to afford it, exacerbating the problems in inequality in the United States.
A memorandum of intent can ensure that trustees carry out the grantor’s goals in creating the trust
Vanguard study of planning for cognitive decline presents the challenge of timing the transfer of financial control, but offers no solutions.
Lawyers don’t like legalese any more than non-lawyers
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”
Estate plans are meant to be dynamic. How they work changes over time, so it can be easier to see the flow of funds and changes in the terms of trusts through diagrams.
Proposals from Gov. Healey, the House of Representatives, and one state senator to increase the threshold for Massachusetts estate taxation differ widely in their effect on larger estates and state revenue.
Estate planning inherently perpetuates inequality since it helps those with wealth preserve it. But estate planners can take steps to help underserved groups preserve wealth.
Financial advisor, Nora Yousif and Senior Associate, Laura Goodman take your live questions about Social Security and financial planning. View here
Many on-line resources provide guidance on the best places to retire, but try out your pick before making your move.
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