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Posts tagged "will"

What are the elements of a comprehensive estate plan?

The unfortunate reality is that excuses abound when it comes to executing an estate plan. Indeed, statistics show that over 50 percent of the population here in the U.S. has not taken a single step in this regard, with people frequently citing the same excuses such as their age, their lack of assets, or their lack of time.

Why estate planning should be on every baby boomer's to-do list

The youngest members of the baby boomer generation are entering their 50s this year, which means a large percentage of the population in Massachusetts and the rest of the United States is nearing or has reached retirement age.

Tax changes create estate planning challenges

Massachusetts taxpayers know that the federal government raised tax rates for personal and investment incomes for wealthy individuals effective for 2013 tax returns. The tax changes were in part implemented to fund the President's health care plan. While this hike in income tax rates will only affect individuals making more than $400,000, the new marginal rate will affect trusts making more than $11,950 a year. This change in tax law may create challenges for estate planners.

Estate planning in the shadow of the Abbey, part 2: estate taxes

In the first part of this post, we noted how easy it can be to overlook even the most basic estate planning steps. Even for a lawyer, such as the character of Matthew Crawley on "Downton Abbey," getting a proper will in place proved to be not at all straightforward.

Estate plan basics, part 2: the role of life insurance

In the first part of this post on the basics of estate planning, we focused on the documents that people should put in place to provide structure and guidance for health care decisions. That guidance and structure is crucial in situations when someone is no longer able to make those decisions for themselves due to cognitive or other impairments.

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