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March 19, 2019 | Freya Allen Shoffner, Esquire | Main Office

New IRS Impersonation Phone Scam





The phone scammers are at it again. The latest phone scam pertaining to the IRS involves criminals pretending to call from the Taxpayer Advocate Service or TAS.

Thieves initiate calls to their intended victims pretending to be from the IRS. The recipient's caller ID will display the telephone number of the IRS TAS office in either Brooklyn or Houston. Calls may be robo-calls that request to have the call returned. When the call is returned the criminal will ask for personal information such as your Social Security number or individual taxpayer identification number (ITIN).
March 14, 2019 | Freya Allen Shoffner, Esquire | Main Office

Safe Deposit Boxes


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Safe deposit boxes or safety deposit boxes are typically metal boxes stored in a bank vault used
to store valuables, legal documents, and other prized possessions in a secure location. Safe
deposit boxes are rented from the bank with a lease agreement.

The boxes are accessed most commonly with keys but also with pin numbers or other types of
security passes. When keys are used the customer is given two keys which should be stored in
separate locations. The box is opened with one customer key and the guard key from the
financial institution, both keys are necessary to open the box. Once the box is unlocked...
March 07, 2019 | Freya Allen Shoffner, Esquire | Main Office

Celebrate International Women's Day.

Freya Allen Shoffner, ESQUIRE supports Girls Scouts of New England





February 26, 2019 | Freya Allen Shoffner, Esquire | Main Office

Can you Disinherit your Spouse?

You've written a will and not included your spouse in the will. You may think you have excluded your spouse but you probably haven't. It isn't that easy to disinherit your wife or husband. This issue largely comes up with blended families.



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February 22, 2019 | Main Office

Estate Planning and the Blended Family

Blended families can be complex and take many forms. They are married couples with children from previous marriages. Typically, in blended families, a goal of the estate plan is to provide for the spouse and the children from previous marriages. They may want to provide for children from their spouse's previous marriage as well.



February 15, 2019 | Freya Allen Shoffner, Esquire | 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 held indefinitely or until the original owners or heirs claim them. Unclaimed property includes unclaimed financial assets such as bank accounts, life insurance policies, pension funds, stocks, unpaid wages, uncashed dividends, uncashed checks, safe deposit boxes, and more. These assets are deemed unclaimed typically after 3 years have passed without any activity with the asset and when the owner has not successfully been contacted by the holder of the asset.




February 12, 2019 | Freya Allen Shoffner, Esquire | Main Office

Snow and Ice Removal – Who's Responsible?


You are in Massachusetts and there has been a snowstorm. Who is responsible for the cleanup? According to a 2010 Supreme Judicial Court decision all Massachusetts property owners are under a legal obligation to keep their property free from dangerous snow and ice. In addition to requirements to clear private property of snow and ice many towns and cities have passed ordinances requiring owners to clear public and private sidewalks.


February 05, 2019 | Freya Allen Shoffner, Esquire | Main Office

Remarriage and Social Security

A change in marital status often changes the Social Security benefits you receive. The changes are dependent on whether your benefits are based on your or your former spouse's work record. Your age and disability status impacts changes to your benefits as well.


January 29, 2019 | Freya Allen Shoffner, Esquire | Main Office
Short Term Rental Laws, 2019

With the new year comes new laws and taxes for short-term rentals in Massachusetts whether it's for Airbnb, VRBO, or other short-term rentals. The law goes into effect July 1, 2019 and applies to rentals for a period of 31 days or less.
January 07, 2019 | Dean Hedeker Wealth Manager | Main Office

How the Tax Laws for Divorce Will Turn Upside Down in 2019

The 4 key changes and how splitting couples should plan for them.

Nobody ever said going through divorce is easy. Aside from the normal emotions of a broken relationship and family, there's the paperwork, the attorneys, the courts and, of course, the money. As if dividing up assets wasn't difficult enough, new tax changes taking effect in January 2019 could add a significant amount of stress to divorces after this year.

Here's what you need to know if you think you might divorce in 2019 or beyond:

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