Tag: Estate Planning

Katherine Dorval

Katherine Dorval Writes “Amending The IRS’s Anti-Clawback Provision On Gifting” for Financial Advisor

Maria Remillard

Maria Remillard Writes “10 Things I know about … Prenuptial agreements” for the Worcester Business Journal

Eileen Lee Breger

Eileen Lee Breger Writes “10 Things I know about … Protecting your family’s money” for the Worcester Business Journal


The Importance of Disclosing and Transferring Crypto Assets in Your Estate Plan

U.S. Individual Income Tax Returns with a small house on it next to a calculator.

Will Massachusetts Finally Overhaul the Estate Tax?

Kristin Shirahama

Kristin Shirahama Honored Among Top 20 Massachusetts Go-To Lawyers for Trusts & Estates

Checking off a checklist on a clipboard.

10 Reasons to Review Your Current Estate Plan

Business people negotiating a contract.

Kristin Shirahama Writes “Tax Bill Could Be Enacted as Early as Halloween”

Adults sitting in a semi circle around a coffee table holding a paper packet.

Jon Barooshian Writes “Lessons from Prince, Michael Jackson and Paul Mitchell” for Rethinking65

Money getting washed down the drain.

Prince’s Controversy: A Cautionary Tale of Improper Estate Planning

Glasses and pen with a Last Will and Testament.

Four Basic Estate Planning Documents that Everyone Needs

Calculator and pen on a paper where someone was calculating budget with the words "can we do this?" written on the bottom.

Trust & Estate Planning in a Unique Year (Webinar)

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