Estate Planning

Did you have the chance to visit your family’s vacation home this summer? Whether a cottage, cabin, or camp, second homes give families a chance to take a step back from everyday life and create [...]

Partner Debra Hedges will share valuable tips for seniors regarding the management of their property and assets to ensure our community elders are protecting their estates in the panel titled [...]

Managing partner Tim Borchers will discuss the changing landscape of Martha’s Vineyard vacation homes, issues associated with heirloom home succession, and effective strategies for preserving [...]

Partner Debra Hedges will join the free panel, “Aging Well: What is Senior Living?” on Thursday, August 14, from 6 – 7 p.m. at the Dedham Public Library. In the panel, Deb will share the impact [...]

Partner Debra Hedges will share insights on goals and essential documents for estate planning at the upcoming Wellesley Senior Fair hosted by Collaborative Senior Care on Friday, June 27 at the [...]

Deb will join the panel, “Aging Well: Planning for the Future,” a discussion that is free and open to the public and will share important considerations that impact seniors and their families.

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 [...]

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 [...]