My Introduction to Star Trek After we’ve put the baby to bed at night and set tomorrow’s coffee to brew, my husband and I watch Star Trek: The Next Generation. He was raised on Star Trek, I was not. Watching it for the first time, I am struck by how timeless it is, and [...]
Seth is back with another installment of “What’s New(s)?” highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun. Governor Charlie Baker has a new budget plan that could change the draconian Massachusetts state estate tax [...]
My morning run today took me along the narrow, twisting road that runs next to The Farmington River. I chose not to run with headphones or music today so I could listen to the river and the birds. The early growth of the trees is neon green right now and everything seems extra alive. About [...]
One quality we've noticed a lot of our clients share is a great curiosity. We're often asked about what we are seeing, reading and paying attention to. So, our own Seth Corkin has started collecting the most interesting articles he's coming across to share them with you in his new blog series, "What's New(s)?". Seth [...]
For part 3 of our series on the impact of the election on your finances, let's tackle the potential impact on estate taxes and the planning you can consider. Right now, the Federal estate exemption is as high as it’s ever been ($11.58MM per person!) with the exception of 2010 where the estate tax was [...]
The entire country is trying to figure out how to open up schools, while some colleges will be doing remote learning many others are welcoming students back to campus. If you have a child heading back to college this fall the below post from our friends at Squillace & Associates, P.C. is for you. Scott [...]
What happens when a romantic realist marries a hopeless romantic? A messy conversation about prenups. The topics of money, death and divorce are each hard enough to discuss on their own and a prenup is a triple whammy of all three. At once. During what is supposed to be one of the most romantic times [...]
We haven’t heard the term “bipartisan support” used too frequently as of late. However, the “Setting Every Community Up for Retirement Enhancement Act of 2019” (aka the SECURE Act) seems to be an exception to the rule. The SECURE Act was passed by the House of Representatives almost unanimously (417-3 in favor). At its very [...]
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 [...]
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 [...]
