When preparing an estate plan, we recommend that clients execute both a Health Care Proxy and an Authorization for Release of Protected Health Information (a “HIPAA Authorization”). While there is some overlap between the two, it is important to understand the purpose of each document and how and when they can be used. Example Joan...
Guardianship and conservatorship involve removing fundamental rights from an individual—the right to make decisions about one’s own healthcare, living arrangements, and/or financial affairs. Courts do not take these petitions lightly and require substantial evidence that such intervention is necessary. What a Medical Certificate is When a client contacts us regarding a guardianship and/or conservatorship for...
When most people hear the term “trust,” they immediately picture wealthy families with vast estates and complex financial portfolios. This common misconception leads many to dismiss trusts as irrelevant to their own financial planning. However, revocable living trusts offer significant benefits for people across all income levels and life situations. What Is a Revocable Trust?...
Massachusetts recently passed legislation regarding Accessory Dwelling Units (ADUs), creating new opportunities for homeowners and families across the state. This change represents a significant shift in housing policy that could help address multiple challenges facing communities today. What Are ADUs and What Does the New Law Allow? Accessory Dwelling Units, commonly known as ADUs, are...
While enforcement of the Corporate Transparency Act (CTA) and its Beneficial Ownership Information (BOI) reporting has been suspended since December 2024, a February 18, 2025 decision by the U.S. District Court for the Eastern District of Texas allows the reporting requirements to again be in effect. Business owners must understand and comply with the CTA...
A durable power of attorney (DPOA) that takes effect immediately is a vital estate planning tool that grants someone legal authority to act on your behalf while you’re still alive. Unlike a springing power of attorney that only activates upon incapacity, an immediate DPOA becomes effective as soon as you sign it. Key Features An...
Let’s face it – estate planning isn’t exactly the most exciting topic. But if you’re passionate about making a difference in the world, including charitable giving in your estate plan can be a powerful way to create positive change that lasts well beyond your lifetime. Whether you’re just starting to think about your legacy or...
Clients will often ask us “How can I avoid having my kids in a situation where they need to probate my estate?” Beneficiary designations that directly transfer assets like life insurance, retirement accounts, and bank accounts upon death, is one option that can be used. However, several issues can complicate these seemingly straightforward arrangements. Outdated...
The holiday season, with its gatherings of family and friends, naturally turns our thoughts into deeper matters. As we sit around tables laden with traditional dishes, exchange gifts, and share stories both old and new, we often find ourselves contemplating our place in the family and community history. What legacy are we creating? What impact...
Have you ever heard the saying “it’s better to give than to receive”? When it comes to taxes, that’s not always true. Before you rush to give away your valuable assets to your children or grandchildren, let’s break down why waiting might save your family a bundle in taxes. The Magic of the “Step-Up”: A...
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