Significant legislation concerning the treatment of retirement accounts called the SECURE Act became law on January 1, 2020. Among other effects, this eliminates the lifetime stretch for [...]

Retirement plan trusts (RPTs) are standalone, revocable trust arrangements whereby the retirement accounts (traditional and Roth IRAs, 401(k), 403(b), and other “qualified” plans) received by a [...]

On January 16th, I sat down with Massachusetts State Rep., Shawn Dooley, to talk about the commonwealth’s estate tax reform and his innovative bill. Dooley is the lead sponsor of a bill (H.2446) [...]

How do you decide what to give to charity, when, and on what conditions? Here’s a three-step checklist to help decide what elements of your estate to give to charity and how to do so:

Planning is important when you wish to pass down a vacation home to your heirs. An heirloom agreement is a binding agreement that provides the rules for how co-owners will use, share, maintain, [...]

“Forge your own future.” Wise words from a Norfolk school teacher who lived this out by investing in her community, her students, and now in future generations who visit a favorite New England [...]

Jointly owned vacation homes can either be a great source of joy or headaches, depending on how well the property — and, just as important, the expectations of the owners — are managed. This post [...]

Co-ownership of an heirloom property can be daunting, with disagreements ranging from whether to allow clotheslines to who is responsible for opening and closing each year. But legacy home [...]