Wills & Trusts

This article uses 2024 Estate and Gift Tax Limits. If you are approaching or not too much over the state or federal estate tax limit in total assets, gifting might just be what keeps you within [...]

You know your kids love you. You know they love the vacation house they’ve enjoyed every summer since childhood. And you’re sure they’ll love the idea of inheriting that home when you pass away. [...]

Estate plans are not intended to be a one-and-done project. They are living documents that should reflect your current situation, needs, and goals. That can only be achieved via regular reviews, [...]

TrustCase™ is a service that administers and settles your estate through a collaboration among family, trustees/executors and lawyers. Every estate is eligible for this service, whether or not [...]

“If something bad happened to me, or I suddenly passed away, who would take care of my children?” It’s not a pleasant thought, but if you’re a parent, it’s highly likely that you’ve asked [...]

Trying to predict how the Supreme Court will rule in a given matter is like trying to predict New England weather; you never know what you’re going to get, and what you get, you don’t [...]

While it’s nearly impossible to plan for every one of life's contingencies, it is possible to create an effective and comprehensive estate plan. While good estate planning anticipates your death [...]

Suppose your daughter inherits from you through an Inheritance Trust, and she wishes to pay off her mortgage with the trust funds. As her own trustee, she’d have the authority to do that without [...]