Charitable giving is an admirable way to provide support to worthy causes. Many of our clients, as part of their comprehensive estate plan, have charitable donations bequeathed to organizations close...
An executor, called a “personal representative” in Massachusetts, will play a crucial role in the oversight of your estate and the proper execution of your estate plan. The job of...
If your loved one has a mental or physical disability, a special needs trust can help both of you navigate complex government benefits and requirements and ensure financial stability. A...
“Elder law” is a huge practice area that encompasses a variety of critical issues, like comprehensive estate plans, financial management, short-term and long-term healthcare options, adult guardianship, and conservatorship. The...
Many of our clients understand the need to have a basic will in place, but they are unsure about other tools that may empower them to soundly protect their estate...
When setting up a revocable trust, you need to be diligent about asset transfers, beneficiary designations and funding formulas. Failure to complete certain steps can prevent the trust from acting...
You may already be familiar with the idea of setting an “in case of emergency” contact that displays on the lock screen of your phone to let emergency personnel know...
Resist the urge to avoid naming a guardian as part of your estate plan simply because it’s not easy to imagine someone else raising your children. If you don’t, you...
An Irrevocable Life Insurance Trust (ILIT) has long been a fundamental tool for managing federal estate tax liabilities. But with a sizable increase in the federal estate tax exclusion, some...
It’s one of the most frequently asked questions we hear at KLG Estate Planning & Probate Attorneys: How can I minimize estate taxes? The good news is that there are...