October 16, 2019 | Main Office
An Estate Plan's Components
A good estate plan has many vital components. You want to make sure that your estate plan is structured to avoid probate, save on estate taxes, protect your estate if you move into a nursing home, and appoint someone on your behalf if you become incapacitated.
October 09, 2019 | Main Office
Your Unclaimed Property
You might have more money or assets than you realize. There is currently approximately $2.4 billion in unclaimed property in Massachusetts. These lost funds are...
October 02, 2019 | Main Office
Will My Estate Pay MassHealth?
Yes, your estate might pay MassHealth for services after you die.
Under federal law, states must try to recoup the costs of nursing home care as well as other services for people over age 55. States may also recoup costs for other Medicaid services.
September 27, 2019
Avoid Employee Lawsuits
No business owner wants to be sued by their employee. It can be very expensive and time consuming. There are many steps you can take to reduce the likelihood of such a suit.
It is vital to have an Employee Handbook. It is very important to have the policies and procedures...
September 25, 2019 | Main Office
WEBINAR: Effective Estate Planning Solutions for Today's Challenges
September 17, 2019 | Main Office
Tax Debt Can Impact Your Passport
Can unpaid taxes keep you from your travel plans? Yes it can, if your travel is to a foreign country. Significant tax debt...
September 11, 2019 | Main Office
Homework and Divorce
Doing homework can be hard enough. It gets more complicated when you have to figure out where completed work goes or how long-term projects will be handled. All of this takes a little more planning when kids divide their time between their divorced parents and their respective homes. It also takes a little more coordination between the parents.
September 06, 2019 | Main Office
Are you PFML ready?
Massachusetts' Paid Family and Medical Leave program is here. And if you employ anyone, you are now required to get your business or non-profit PFML ready.
September 04, 2019 | Main Office
Keep Your Will Current
Congratulations, you have a will. The question is, Is it current? Wills or estate plans need to keep up with the changes in your life. There are many life changes that require updates to your will.
Having a current will ensures that your assets will go...
August 21, 2019 | Main Office
Retirement and You
What do you want to be when you retire? Retirement means so many things to so many people. Classically it has meant leaving your position or occupation and ceasing to work. Historically the age of retirement has been 65. Importantly, it is often a time in your life when you stop generating income.