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August 2013 Archives

Generations and gifts to charity: Boomers do their part

Charitable giving is an important activity for millions of Americans. And for many people, this includes not only gifts while living. It also includes setting up charitable trusts or using other ways to give money or other assets to charity after death.

Liability for estate tax: how is it affected by passage of time?

It sounds like a bad estate planning dream. Is it really possible that the IRS would try to collect estate tax from a beneficiary more than a decade after the death of a parent who was trying to pass his estate along to his children?

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375 Totten Pond Road
Suite 200
Waltham, MA 02451

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25 Braintree Hill Office Park
Suite 406
Braintree, MA 02184

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Phone: 617-523-1555
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200 Midway Road
Suite 159
Cranston, RI 02920

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Hyannis Office
1330 Phinney’s Lane
Hyannis, MA 02601

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Norwood Office
520 Providence Highway
Suite 10
Norwood, MA 02062

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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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