Estate Planning

/Estate Planning

How Budget Proposals Could Impact Your Estate Planning

By | 2015-03-25T15:18:00+00:00 March 25th, 2015|Categories: Estate Planning|Tags: |

President Obama’s recently published FY2016 budget includes several tax proposals which, if enacted, would significantly affect the estate planning landscape.Our friends at Pabian & Russell, LLC, a respected Boston law firm practicing in the areas of Elder Law, Corporate Law, Estate Planning and Taxation, have written a great overview of these proposed changes and the impact [...]

Survivor's Guide Checklist

By | 2015-02-06T17:33:00+00:00 February 6th, 2015|Categories: Estate Planning|Tags: |

This financial checklist is in no way meant to be legal recommendations and is intended to get you started on tying up loose ends related to a loved one’s passing. A couple of things to note: 1.    Since each estate is unique, your own legal and accounting professionals should guide you through the overall process. 2.    If you [...]