Category: Estate Planning

“Foreign Grantor Trusts”: Non-US Persons Can Provide for Children Living in the US While Avoiding US Gift, Estate and Income Tax

Client Testimonials for Estate Planning Attorney Michael T. Lahti

Documents Your Child Should Sign Before Leaving for College

The Importance of Incorporating Beneficiary Designations into an Estate Plan

Message from the Practice Group Leader – January 2022

Qualified Charitable Distribution from Your IRA May Save You Taxes, Reduce Your Medicare Payment and Leave a Legacy to Your Favorite Charity

Estate Executors and Beneficiaries Can Be Held Personally Liable for Unpaid Taxes

Legacy Newsletter – Volume 21, Issue 1

How Can a “Village” Help You?

The Massachusetts Nominee (or “Realty” Trust) Perhaps a New Tool to Protect One’s House

Understanding the Conservatorship of Britney Spears and Less Restrictive Alternatives

Who Needs An Estate Plan?

Estate Planning After Divorce

Massachusetts Estate Tax Versus the Capital Gains Tax (To Gift or Not To Gift)

Guardianship and Alternatives

Why You Should Have An Estate Plan

Does It Matter Who I Choose For My Trustee?

Virtual Estate Planning in Massachusetts During COVID-19

When Worlds Collide – The Intersection of Traditional Estate Planning With the Protection of Assets From Nursing Home Costs

Protecting Your Assets

The Importance of a Healthcare Proxy in Times of Crisis

The SECURE Act – How It Impacts Your Retirement Planning. What You Need To Know In a Nutshell

State Taxation of Trust Income – Supreme Court Rejects Aggressive Approach in Kaestner Decision

Worried About Losing Your Home to the Costs of Long-Term Care?

21st Century Estate Planning – It’s Not As Easy As You Think

Thinking Beyond Special Needs Trusts

The Importance of Collaboration Between Your Professional

Supplemental Security Income: Top Ten “Must Know” Issues

Integrating Futures Planning, Estate Planning and Legal Protections for Persons with Disabilities: A Primer

Incorporating Pets in an Estate Plan

Has Your Estate Plan Kept Up With Your Life?

Estate Planning for the Adult Child Who Acts Out, Has Addictions, or Is Otherwise Challenged

Higher Estate and Gift Exemption Can Reduce Estate Taxes

Trusts & Divorce: The Supreme Judicial Court Provides Clarity

Periodic Reviews of Trust Life Insurance: Why They Are Necessary

Proper Titling of Estate-Plan Assets

Trusts Are an Integral Part of Most Estate Plans

Gifting to Minors: Year-End Options

Choosing a Trustee: Factors to Consider

Why Do I Need a Power of Attorney?

Just for the Wealthy? Rethinking the Trust Fund

Liability Protection in 2019