Where do you turn for reliable information about estate planning in Massachusetts? Our free legal library is a good place to start. Here, we post researched, up-to-date articles about inheritance law, wills, trusts, and more to help Wilmington residents understand what they need to think about to protect their assets and their families.
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Attorney Michael Monteforte was a guest speaker on The Attorney Post!Attorney Michael Monteforte was called to be a guest speaker on The Attorney Post podcast to discuss our firm and what we do.
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Advantages of a Qualified Personal Residence TrustA Qualified Personal Residence Trust is a great tool if you want to protect your home and reduce or eliminate estate taxes.
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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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Secrets to Estate Planning for CryptocurrenciesIn this article, we will discuss what you need to know about estate planning for cryptocurrencies.
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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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6 Reasons You're Putting Off Writing a Will and how to Stop!It's an important task that is easy to procrastinate, but here's why you shouldn't.
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Can you DIY your Estate Plan?Sometimes even a GOOD Will just isn’t enough to protect what you want...
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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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The Unthinkable Happened to my Co-Parent...Kelly became a single parent under terrible circumstances but took it in stride to ensure that her kids will always be taken care of, even if she isn't around.
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Case Study: How low will MassHealth go to disqualify you?Here’s a hint: It’s lower than you can even imagine.
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Case Study: Ben and LeslieBen and Leslie want to preserve their wealth and pass it down to their children, how do they do it?
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Case Study: Planning after a diagnosisSadly, it happened again. A client passing away without a plan in place. Well, almost. Thanks to my amazing team, we were able to help just in time.