The articles in our legal library have been carefully researched and written to give our clients the most relevant, accurate information about estate plans, Medicaid planning, protecting assets from nursing homes, designating guardians for minor children, and much more. Get the facts you need in our free legal library.
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Check Out Our July 2022 Newsletter!Summer plans for the Monteforte clan!
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Why a GRAT might be the perfect way to protect your crypto!The answer is that the GRAT allows you to pass your cryptocurrency on to your beneficiaries completely free of the estate tax, gift tax, and capital gains tax.
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Life Insurance Trusts - The Estate Planner's Secret WeaponIf you have a large life insurance policy and your estate planning lawyer didn't discuss this with you, get a new estate planning lawyer.
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Check Out Our May 2022 Newsletter!I’m the Parent of a Grad! Celebrating Gabby’s Achievements.
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Check Out Our March 2022 Newsletter!We Put Up a Fight With MassHealth, So You Don’t Have To
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Check Out our February 2022 Newsletter!Looking back on my journey as a podcaster!
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So good, they are all copying us!If other estate planning firms can’t even innovate in a blog post, how are they going to creatively problem solve in an estate plan?
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Check Out Our January 2022 Newsletter!The biggest lesson I learned in order to "live life big".
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Check Out Our December 2021 Newsletter!Vacationing without guilt....and email!
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Check out our November 2021 Newsletter!Remembering my grandfather and our mission...
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Check Out Our October 2021 Newsletter!Back to the Grind...
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Check out our September 2021 Newsletter!15 years later...