
Articles & Information
Formal vs. Informal Probate in Massachusetts
An informational guide for Personal Representatives and beneficiaries navigating the probate process in Massachusetts and selecting between the Formal or Informal probate process.
Top 5 Estate Planning Mistakes
A summary of some of the worst and most costly estate planning mistakes that many people make.
The Difference Between Revocable & Irrevocable Trusts
Learn the key differences between revocable and irrevocable trusts in this clear, attorney-reviewed guide. Understand how each trust type impacts control, taxes, asset protection, probate, and privacy. Ideal for individuals planning their estate or professionals seeking a quick, reliable overview.
New Massachusetts Estate Tax Exemption
Massachusetts doubled its estate tax exemption to $2 million in 2023. Here’s what that means for estate planning, taxation, and married couples
Should You Transfer Real Estate Into an LLC?
Transferring real estate into an LLC can have many advantages - but this is a complex transaction with significant tax and financial implications.
Trusts vs. Wills in Massachusetts
Trusts and wills have different uses and each one works differently, learn the important facts here.
Estate Planning for Cryptocurrency & Digital Assets
Digital assets and crytpocurrency are relatively new types of assets, and many estate plans do not adequately address how to manage digital assets after death.