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New Law Allows Temporary Use of Videoconferences to Notarize and Witness Legal Documents

On April 27, 2020, Governor Baker signed a new Massachusetts law legalizing the use of videoconferencing services in signing documents before notaries public and witnesses during the COVID-19 crisis. This will allow real...more

My Will, My Trust ... What's the Difference?

You just had a meeting with your estate planner, and are certain that an excellent estate plan was proposed. Something about a will, a trust (or was it two trusts?), and lots of discussion about who should be executor (was...more

When Do You Need to Create, Review, or Redo Your Estate Plan?

People don’t like to think about their wills—even people with an awful lot of property to pass on. Aretha Franklin and Prince are two wealthy celebrities who died without a will—and the former knew she was sick with cancer...more

The First Things to Do: Ways to Avoid Financial Loss in the Wake of a Loved One's Passing

The occasion of a loved one’s passing is a shock, and the loss can often throw those nearest and dearest off their guard. In fact, despite the difficulty of doing so, this is when at least one survivor must step up and take...more

The 2017 Tax Act Doesn't "Simplify" Planning for Estates and Gifts Things to Consider or Reconsider As You Look at Your Estate

On December 22, 2017, the President signed a major change to federal tax law that contains many provisions affecting individuals, estates, and trusts. While the impetus behind the change was simplification, as some unnamed...more

Important Ruling for Residents of Massachusetts Owning Assets in Other States and Countries

TAXES ON ASSETS IN JURISDICTIONS WITH NO ESTATE TAXES - Since 2001, the Massachusetts Department of Revenue ("DOR") has held that persons in Massachusetts who pass away owning real estate or valuable tangibles located in...more

IRS Proposes Regulations That Will Eliminate Most Valuation Discounts on Family-Owned Entities

On August 2, 2016, the IRS issued proposed regulations that would eliminate or limit the use of certain valuation discounts regularly applied when valuing interests in family-owned entities for gift and estate tax...more

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