Sunday, February 12, 2012 Crummey Provisions - Solution in Search of a Problem?
This post is for people who need to reduce their estates below the Massachusetts "exemption" of $1 million, and especially for those who risk incurring the federal estate tax on estates in excess of $5 million. Find out whether "Crummey" trust powers are a solution to your problem. Read more . . .Sunday, February 05, 2012 "Double Decker" Estate Planning
In "Double Decker" estate planning, the children are involved with the process of planning the parent's estate. This can be useful, but it is not without it's hazards, when the Elder Law attorney becomes a lightening-rod for family conflict. Read more . . .Wednesday, January 18, 2012 "Sticky Note" Estate Planning
Metrowest Daily News has published my article: "Stick Note Estate Planning." To read it, click here Read more . . .Sunday, August 28, 2011 What You Should Take with You When There's a Fire or Flood
When you have to get out fast, should you take your "Estate Planning Portfolio?" What happens if you don't? Read more . . .Saturday, April 30, 2011 Case of the lost policy
How millions of dollars are lost because insurance proceeds are not claimed, and what to do about it. Read more . . .Saturday, March 26, 2011 The Best way to Avoid the Cost of Nursing Home
How to avoid the cost of a nursing home - and how to protect your property in case you can't. Read more . . . |