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3 Common Mistakes When Updating Estate Plans
Estate plans should be reviewed every year and updated as needed, which is why…
3 Important Decisions for a Power of Attorney
There are several decisions to make when creating a power of attorney as part…
Purpose of a Power of Attorney in MA Estate Plans
A power of attorney is one of several common documents included in…
3 Reasons to Create Special Trusts
Trusts are one of the most popular estate planning tools because they…
Tax Implications of Inherited 401(k) Accounts
Tax laws for retirement accounts can be very complex. When you start…
401(k) Beneficiary Rules Based on Marital Status
401(k) accounts are among the few non-probate assets where beneficiaries must be directly…
Why Term Life Insurance May Be the Best Solution
There are many different life insurance policies available. Some are straight forward…
Best Ways to Incorporate Life Insurance into Estate Plans
Incorporating life insurance into an estate plan goes beyond simply purchasing life insurance. Since…
Coordinating Estate Plans of Divorced Parents
When couples divorce, they each prepare separate estate plans. However, when children are…