Category: Estate & Trust Administration

New Retirement Account Rules for 2023 – 2024 Article

Legacy Newsletter – Volume 21, Issue 1

Using ABLE Accounts to Avoid a One Third Loss in SSI

Common Pitfalls in Administering a 3rd Party Funded Supplemental Needs Trust or OBRA ‘93 Special Needs Trusts

Does It Matter Who I Choose For My Trustee?

Trusts & Divorce: The Supreme Judicial Court Provides Clarity

Periodic Reviews of Trust Life Insurance: Why They Are Necessary

Trusts Are an Integral Part of Most Estate Plans

Gifting to Minors: Year-End Options

Choosing a Trustee: Factors to Consider