Parents & Spouses

A second marriage often brings renewed happiness and a fresh chapter in life. It can also create unique estate planning challenges and considerations, especially if one or both spouses have [...]

If you’ve welcomed a child or grandchild since January 1, 2025, you’ve probably heard about the Trump Account program. Eligible children born between 2025 and 2028 may receive a [...]

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 [...]

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 [...]

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 trusts to shield assets from division in divorce. The latest in a string of rulings, the court [...]

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 [...]