Category: Estate Planning

March 12, 2025

Fletcher Tilton Attorney to Present at Upcoming Profound Autism Summit

December 17, 2024

Home Control and Ownership: Real Homes for Real People

December 17, 2024

Home Control Through Trust and Estate Planning

December 17, 2024

Impact the Affordable Care Act (ACA)Will Have on Special Needs Planning

December 17, 2024

“But What About my Dogs and Cats?” Incorporating Concerns for Pets in an Estate Plan

December 17, 2024

The ABLE Act – An Overview

December 16, 2024

Maximize Your Donation’s Impact: Proper Planning Can Minimize Your Exposure to Income and Estate Taxes

December 16, 2024

Alden’s Indispensable Trust As I See It

December 16, 2024

Are Beneficial Interests in Irrevocable, Spendthrift Trusts a Divisible Asset in Divorce?

December 16, 2024

Special Needs Trusts for Disabled Children of Military Retirees

December 16, 2024

Advice and Guidance for the Financial Planner Advising Parents of Children with Life Long Disabilities

December 16, 2024

Crummey Powers

December 13, 2024

Can Your Brother-in-Law Do It? Trustee Selection

November 21, 2024

Glossary of Estate Planning Terms

November 14, 2024

Payback and Termination of an OBRA ‘93 Trust

November 12, 2024

Avoid Losing Part of Your Trust in a Divorce

November 12, 2024

Is WANDRY a Game Changer?

October 28, 2024

Protecting Your Second Residence from Long-Term Care Costs

October 14, 2024

Congress Passes Legislation That Will Enable Military Members to Name Special Needs Trusts as Beneficiaries of a Survivor Benefit Plan

October 11, 2024

Legal Issues at the Intersection of Estate Planning and Elder Law

October 10, 2024

Don’t Let Your Son or Daughter Leave for College Without Signing These Important Documents

October 4, 2024

The Benefits of a Revocable Living Trust

June 3, 2024

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

May 21, 2024

Client Testimonials for Estate Planning Attorney Michael T. Lahti

January 9, 2024

Documents Your Child Should Sign Before Leaving for College

January 9, 2024

The Importance of Incorporating Beneficiary Designations into an Estate Plan

January 24, 2022

Message from the Practice Group Leader – January 2022

January 24, 2022

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

January 24, 2022

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

April 29, 2021

Legacy Newsletter – Volume 21, Issue 1

April 5, 2021

How Can a “Village” Help You?

April 2, 2021

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

April 1, 2021

Understanding the Conservatorship of Britney Spears and Less Restrictive Alternatives

February 6, 2021

Who Needs An Estate Plan?

November 13, 2020

Estate Planning After Divorce

November 13, 2020

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

September 2, 2020

Guardianship and Alternatives

September 2, 2020

Why You Should Have An Estate Plan

September 2, 2020

Does It Matter Who I Choose For My Trustee?

August 28, 2020

Virtual Estate Planning in Massachusetts During COVID-19

May 14, 2020

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

April 23, 2020

Protecting Your Assets

March 19, 2020

The Importance of a Healthcare Proxy in Times of Crisis

January 31, 2020

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

January 9, 2020

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

January 9, 2020

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

September 12, 2019

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

August 11, 2019

Thinking Beyond Special Needs Trusts

August 11, 2019

The Importance of Collaboration Between Your Professional

August 11, 2019

Supplemental Security Income: Top Ten “Must Know” Issues

August 11, 2019

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

August 11, 2019

Incorporating Pets in an Estate Plan

August 11, 2019

Has Your Estate Plan Kept Up With Your Life?

July 29, 2019

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

July 29, 2019

Higher Estate and Gift Exemption Can Reduce Estate Taxes

July 29, 2019

Trusts & Divorce: The Supreme Judicial Court Provides Clarity

July 29, 2019

Periodic Reviews of Trust Life Insurance: Why They Are Necessary

July 18, 2019

Proper Titling of Estate-Plan Assets

July 18, 2019

Trusts Are an Integral Part of Most Estate Plans

July 18, 2019

Gifting to Minors: Year-End Options

July 18, 2019

Choosing a Trustee: Factors to Consider

July 18, 2019

Why Do I Need a Power of Attorney?

July 18, 2019

Just for the Wealthy? Rethinking the Trust Fund

July 18, 2019

Liability Protection in 2019