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On Behalf of Cushing & Dolan, P.C. | Feb 3, 2014 | Trusts
Divorce can greatly reshape a person's estate-planning priorities. This is true regardless of whether someone gets remarried or not. After a divorce, the arrangements regarding leaving property to a spouse are naturally in need of revision. This is particularly true...
On Behalf of Cushing & Dolan, P.C. | Jan 27, 2014 | Estate Taxes
The federal tax code exerts an outsized influence on public perceptions of virtually every area of tax law. Perhaps that is understandable, given the wide applicability of that law. After all, its provisions apply across the nation and therefore affect more than 300...
On Behalf of Cushing & Dolan, P.C. | Jan 21, 2014 | Wills
There is no doubt that caregivers play a unique and often crucial role in vulnerable people’s lives. When someone is struggling with an illness, old age or some other issue, the services of the person who helps with the accomplishment of daily tasks can be...
On Behalf of Cushing & Dolan, P.C. | Jan 13, 2014 | Estate Planning
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....
On Behalf of Cushing & Dolan, P.C. | Jan 6, 2014 | Estate Planning
“Walking the talk” is a current phrase for an age-old reality. It is all too easy, in the abstract, to say people should take a given action. It is often more difficult, however, to actually follow through and do so. Sometimes this is simply due to human psychology,...
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...
