Just like cleaning a closet helps you feel more organized, consolidating financial accounts keeps your estate plan tidy. Believe us…you don’t want a rogue account to send your entire estate to [...]

Your parents may be in their 70s or 80s, and like many in their generation, have the ethos that personal information – especially anything having to do with money or estate planning – is private [...]

If you would like to make gifts to your children, siblings, or parents, the knee jerk approach is to make a direct gift. It’s easy and straightforward. But before you do this, consider giving [...]

If Your Spouse Passes Without an Estate Plan is it too Late to Minimize Estate Taxes? If your spouse has just passed away and you did not create a detailed estate plan, you may find yourself [...]

When you're the parent of a college-age student, there are many things on your radar: Rooming assignments, school tuition, and that dreaded trip to Target to outfit your new student who is about [...]

As a Massachusetts resident, you may be considering the financial benefits of moving to New Hampshire—like lower taxes, more affordable housing, and the absence of an estate tax. Both of our [...]

We are thrilled to announce that our founder, Tim Borchers, has been recognized with the prestigious Super Lawyers award for 2024 in the field of trusts and estates. This distinction is [...]

We are committed to offering our clients the most effective and advantageous estate planning solutions. That’s why we established a branch in Concord, New Hampshire. This locale provides access [...]

While we see glimpses of hope that inflation is easing, the high cost of living (COL) has many re-evaluating their financial strategies. Inflated costs for essentials such as housing, food, and [...]

When it comes to estate planning, married couples often face a decision: should they combine their assets into a single joint trust, or should each spouse create a separate trust? This choice is [...]

A 2023 Massachusetts appellate court case, Jones v. Jones, casts doubt on the ability of irrevocable trustsA trust that cannot be revoked by the Grantor. Irrevocable trustsA trust that cannot be revoked by the Grantor. Irrevocable trusts are created to either save taxes or protect assets, or both. More are created to either [...]