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On Behalf of Cushing & Dolan, P.C. | Dec 31, 2013 | Estate Administration & Probate
It's been quite awhile since we devoted a post to business succession planning. As we noted in our April 2 post, families that own and operate small businesses can find themselves in conflict when it is time to transfer ownership interests in the business. As we noted...
On Behalf of Cushing & Dolan, P.C. | Dec 23, 2013 | Trusts
The end of the year is always a good time to think about the future. And this certainly includes estate planning and tax considerations. In today's post, let's look at one example of how intelligent tax planning can result in significant savings when transferring...
On Behalf of Cushing & Dolan, P.C. | Dec 16, 2013 | Trusts
It's been a few months since we last addressed how disability issues can affect estate planning decisions. In our July 31 post, we wrote about how special needs trusts can be one way to provide for people with disabilities. As we noted in that post, it is also...
On Behalf of Cushing & Dolan, P.C. | Dec 9, 2013 | Estate Administration & Probate
Wealth is a relative term. For much of human history, most people have lived and died without large nest eggs to pass along to surviving spouses, their children or other heirs. Indeed, for millions and millions of people, life itself has been a matter of daily...
On Behalf of Cushing & Dolan, P.C. | Dec 2, 2013 | Estate Administration & Probate
In the first part of this post, we explained why federal regulators have issued rules to help surviving spouses and other heirs who wish to assume a mortgage after the mortgage holder dies. As we discussed last week, mortgage servicers have often failed to make a good...
On Behalf of Cushing & Dolan, P.C. | Nov 25, 2013 | Wills
This blog is by no means aimed only at people whose estate planning decisions take place on an endless gravy train of high-asset accumulation. To be sure, we often write about wealth transfer in ways that make sure to include the upper end of the income spectrum. But...
On Behalf of Cushing & Dolan, P.C. | Nov 18, 2013 | Estate Planning
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...
On Behalf of Cushing & Dolan, P.C. | Nov 11, 2013 | Powers Of Attorney
Estate planning is of course not a one-size-fits-all exercise. Passing along assets and establishing guidelines for health care decisions is highly individualized work. Though there are common patterns that occur as people face these decisions, there is no ready-made...
On Behalf of Cushing & Dolan, P.C. | Nov 4, 2013 | Estate Taxes
Many parents give deeply of time and treasure to cherished children. To a great extent, such gifts are a natural expression love. But it is possible, at any age, to give too freely. With younger children, giving too freely may make them selfish and less able to...
On Behalf of Cushing & Dolan, P.C. | Oct 28, 2013 | Estate Planning
With Game 5 of the World Series set for tonight, Red Sox fans in New England and across the nation will be turning their thoughts once again to the baseball diamond. As important as the game is, it is not life or death. But given the rich literature about baseball, it...