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Posts filed under: Estate Planning

Understanding Capital Gains Tax on Inherited Properties: What You Need to Know

Inheriting a property isn’t just about handling a new asset—it also involves understanding the implications of capital gains tax. When...

When to Review Your Estate Plan?

Once you have created your estate plan, revisiting it at regular intervals or key life events is a good idea....

The Role of Trusts in Estate Planning

A key part of financial management, estate planning protects your assets and outlines how they will be distributed according to...

Estate Planning for Business Owners: Protecting Your Legacy

Estate planning is an important task for anyone, but it takes on added dimensions of complexity and urgency for business...

Sole Proprietorship 101: Everything You Need to Know to Get Started

Starting a business is an exciting venture, but it also comes with a host of decisions that can impact your...

Important Massachusetts Estate Tax Changes For 2024

  On October 4th, 2023, Governor Maura Healy signed into law Bill H. 4104, a $951 million tax package containing...

5 Common Estate Planning Mistakes to Avoid

Estate planning is an important aspect of financial management that often gets overlooked until it’s too late. Beyond drafting a...

A Complete Guide to Massachusetts Intestacy Law

In Massachusetts, like in many other states, intestacy laws dictate how the deceased person’s assets will be distributed. This guide...

What is Hazard Insurance on a Mortgage?

An important part of the home-buying process is knowing what kinds of coverage you will need. One of the policies...

Types of Trusts in Massachusetts: A Comprehensive Guide

Trusts are a powerful legal tool that helps you protect your assets, minimize taxes, and ensure your loved ones are...