Lessons Learned: Contingency Planning – Do You Know Where Your Healthcare Proxy Is? Figure

March 23, 2020  |  COVID-19, Estate Planning, Tax, & Probate, Insights

Lessons Learned: Contingency Planning – Do You Know Where Your Healthcare Proxy Is?

Don’t Lose Your Spouse’s Unused Estate and Gift Tax Exemption Figure

May 13, 2019  |  Estate Planning, Tax, & Probate, Insights

Don’t Lose Your Spouse’s Unused Estate and Gift Tax Exemption

Little-Known MA Probate Law Permits Conversion of Conservator to Personal Representative Figure

March 8, 2019  |  Estate Planning, Tax, & Probate, Insights

Little-Known MA Probate Law Permits Conversion of Conservator to Personal Representative

Why You Should Consider a Gifting Program Over the Next Eight Years Figure

October 29, 2018  |  Estate Planning, Tax, & Probate, Insights

Why You Should Consider a Gifting Program Over the Next Eight Years

Estate Planning Toolbox – Frequently Asked Questions Figure

May 25, 2018  |  Estate Planning, Tax, & Probate, Insights

Estate Planning Toolbox – Frequently Asked Questions

Estate Planning Toolbox – Documents Effective During Life: Healthcare Proxy, Living Will, and Durable Power of Attorney Figure

May 16, 2018  |  Estate Planning, Tax, & Probate, Insights

Estate Planning Toolbox – Documents Effective During Life: Healthcare Proxy, Living Will, and Durable Power of Attorney

Estate Planning Toolbox – Documents Effective at Death: Wills and Trusts Figure

May 10, 2018  |  Estate Planning, Tax, & Probate, Insights

Estate Planning Toolbox – Documents Effective at Death: Wills and Trusts