Estate Planning

Trust Protectors: Are They a Good Fit for Your Client?

Estate Planning

Powers of Appointment: A Handy Tool in Your Client’s Toolbox

Estate Planning

Helping Clients Responsibly Leave Wealth to Grandchildren

Estate Planning

Helping Clients with Anticipated Inheritances

Estate & Trust

Working with Co-trustees: How You Can Help

Estate Planning

Ethics in Estate Planning

Estate Planning

Preparing for the Reduction in the Estate Tax Exemption

Estate Planning

Estate Planning Awareness: Don’t Fall Victim to These Common Myths

Estate & Trust

Presidential Estate Planning Lessons You Can Use to Advise Your Clients

Corporate & Business

Entity Options for Your Massachusetts Small Business