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Estate Planning
Summary of Estate Planning Basics
Family Limited Partnerships
Intra-family Gifts of Land
Gifting
Revocable Living Trusts
Resources
Elder Law
Factors to Consider in Selecting a Nursing Home
How to Finance Care at Home
Masshealth – Long Term Care
New Medicaid Transfer Rules Enacted
Resources
Estate & Trust
Administration
Estates with Assets Over 25K
Estates with Assets Under 25K
Fiduciary Responsibilities
Irrevocable Life Insurance Trusts
Revocable Living Trusts
Your Role as Guardian
Your Role as Conservator
Resources
Tax-Related Issues
Economic Growth & Tax Relief
Jobs Creation Act of 2010
Massachusetts Estate Tax
Tax Law 2001 Memo: Federal-estate tax only
Resources
Philanthropy
News and Announcements
From the DRS Newsletter...
Should I put offtaking my ‘RMDs’?
The federal government requires individuals saving for retirement who reach a certain age to make annual “required minimum...
Protecting yourchild’s inheritancefrom their divorce
For most people, seeing their child grow up and get married is a joyous occasion. But sometimes marriages don’t work out,...
Contingent beneficiaries: What are they and do I need one?
When you take out an annuity or life insurance policy or open a 401(k), 403(b) or IRA account, you generally designate a...