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February 2017 Archives

Do you know your responsibilities for estate tax planning?

Do you know your rights and responsibilities when it comes to planning for property taxes after death? Estate tax planning is not a minor issue. The fact is that too many Massachusetts residents' families suffer financial losses because benefactors do not properly prepare their estate before their departure. Knowing how much property you can exclude from the estate tax burden and figuring out how to maximize the amount your family is allowed to keep are key in promoting their financial success after your death.

What are important qualities for powers of attorney to have?

Once you've made the decision to draft the basic estate planning documents, you may have some questions. For instance, what qualities should the person whom you designate as power of attorney have? Different people have different strengths and weaknesses, so keep in mind that you may want to designate two separate individuals as your legal and medical powers of attorney.

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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

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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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