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 . . .Wednesday, November 02, 2011 Fun and Games with Gift Tax
Gifts can cause problems. See how gift tax may affect your decision to make gifts. Read more . . .Tuesday, June 07, 2011 The Stray House
Your house will take care of you, but only as long as you take care of 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 . . . |