Estate Tax

Serving Clients in Plymouth and Barnstable Counties

Gifting Estate Planning

Incorporating Gifting with an Estate Plan

Gifting sounds pretty simple, but there are many ways to do it. There are also several tax ramifications to be aware of.

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Home taxes Estate Planning

Can I Bequeath My Home to My Children without Taxes?

You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?

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taxes Estate Planning

Take Advantage of Tax Laws Now

If you like the way the laws are today, you need to take advantage of them now, before they are changed tomorrow. In other words, use it or lose it.

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Family trust Estate Planning

What Do I Need to Know about a Family Trust?

A trust can be used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A family trust is a specific type of trust that families can use to create a financial legacy for years to come. There are several benefits to creating one, although not every family necessarily needs one. If you?re curious about where this type of trust might fit into your family?s estate plan, here?s what you need to know.

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Give my kids the house now Estate Planning

Should I Give My Kids the House Now or Leave It to Them in My Estate Plan?

Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn?t.

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estate planning during Pandemic Estate Planning

Estate Planning Review Recommendations in the Pandemic

Many people are taking this time at home during the COVID-19 crisis to update their estate plan. Here are six critical estate plan components you should focus on, in light of the current pandemic.

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