7 Factors to Consider When Choosing a Trustee
Harry S. Margolis
Learn about factors to consider when choosing a trustee.
Contact Us: 781-705-6400
Contact Us: 781-705-6400
Learn about factors to consider when choosing a trustee.
There are many risks to using joint accounts for estate planning purposes rather than wills, trusts, and durable powers of attorney.
Columnist Michelle Singletary makes plea for durable powers of attorney, health care proxies, and wills.
Beneficiary designations, especially for IRAs and 401(k) plans, are often more important than wills.
Frequently Asked Questions About Your Massachusetts Health Care Proxy
The Massachusetts Appeals Court in Cheney v. Flood holds that an expectation of an inheritance is no substitute for a binding will.
Following the lead of James Gandolfini, Philip Seymour Hoffman creates an estate planning mess by using an overly-simple will for a large estate.
Calculation of the tax on capital gains has become more complicated than ever. This article describes the rules and planning steps available to reduce the tax.
Ellen Goodman’s conversation project provides tools for seniors and their families to discuss end of life decisions and wishes.
The Massachusetts high court ruled that an agent named in a health care proxy does not have authority to agree to arbitration on behalf of a nursing home resident.