Tax Planning

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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Elder law Estate Planning

When Do We Need an Elder Law Attorney?

Consult an elder care lawyer preemptively, to avoid making a panicked phone call in the moment.

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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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Difference between revocable and irrevocable Estate Planning

What’s the Difference between Revocable and Irrevocable Trusts?

Before taking a closer look at revocable and irrevocable trusts, it helps to know what a trust is. In simple terms, it?s a legal entity that allows you to transfer assets to the ownership of a trustee.

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