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 [...]

Perhaps 20% of our clients have a second home. In some cases, it’s a true vacation spot; in other cases, it doubles as an investment property or part-time Airbnb™. Either way, it may be [...]

Estate planning is something that should be a priority for everyone, not just for wealthy families or those with large families. A well thought out estate plan is also crucial for single [...]

One of the advantages of using trusts in your estate plan is tax mitigation. While trusts are well-known to help reduce estate taxes, they are also becoming increasingly more common for income [...]