Category: Estate Administration

Life events that can trigger a review of your estate plan, part 2

As discussed in last week’s post, there are a number of life events that should…

Life events that can trigger a review of your estate plan, part 1

If you already have an estate plan in place you are way ahead of the…

Do you have to pay an inheritance tax on a joint tenancy?

Since many couples delay marriage, or simply do not marry at all, Massachusetts residents may…