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December 2012 Archives

Should I purchase long-term care insurance?

Creating an estate plan is often much more than deciding what property should go to whom. Usually, a person must think about his or her own future in addition to what should happen to the estate. For example: What should happen when you reach an age where you are unable to fully take care of yourself? Should you purchase long-term care insurance?

Gift taxes to increase in 2013

In 2012, Americans could give up to $5.2 million worth of gifts before being taxed 35 percent on additional gifts. Next year, that amount drops to $1 million and gift-givers may face a tax rate of up to 55 percent. While it is possible that Congress will extend the tax breaks, there is no time like the present to start giving.

Serving businesses and individuals throughout Massachusetts

Waltham Office
375 Totten Pond Road
Suite 200
Waltham, MA 02451

Toll Free: 888-759-5109
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Braintree Office
25 Braintree Hill Office Park
Suite 406
Braintree, MA 02184

Toll Free: 888-759-5109
Phone: 617-523-1555
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Cranston Office
200 Midway Road
Suite 159
Cranston, RI 02920

Toll Free: 888-759-5109
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Hyannis Office
1330 Phinney’s Lane
Hyannis, MA 02601

Toll Free: 888-759-5109
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Norwood Office
520 Providence Highway
Suite 10
Norwood, MA 02062

Toll Free: 888-759-5109
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Westborough Office
276 Turnpike Road
Suite 228
Westborough, MA 01581

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Woburn Office
444 Washington Street
Suite 203
Woburn, MA 01801

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