Inclusion of a Trust Protector Provision in a Trust
Trusts are a popular estate planning tool for various reasons. Among them, a trust, if properly funded, will allow the ...
30 July 2015
29 July 2015
Choosing A Trustee
Many times, we will assist clients in establishing trusts as part of their estate plan. One of the more difficult ...
27 March 2015
Estate Planning for Parents of Young Children
While it is important for everyone to have an estate plan in place, it should be a top priority ...
29 April 2014
Estate Planning for your Digital Life
A new estate planning area of concern that has been developing recently is the protection, control and use of ...
6 March 2014
Estate Planning
Provides counsel to individuals on all estate planning matters including transfer tax planning, charitable giving and ownership structure and preservation of family-owned businesses, as well as other more complex estate planning strategies.
5 March 2014
Larisa Freyman, Associate
Larisa Freyman (617) 964-2501 [email protected] Download vCard Practice Areas ...
3 March 2014
Medicaid Planning Update
We are often asked how to protect a client’s assets from the costs of long term care or nursing home ...
3 March 2014
A Primer on the Charitable Remainder Trust
Recently, a client, whom I will call Mr. Jones, contacted me to prepare his estate plan. Of all Mr. Jones's ...
3 March 2014
Time to Review your Estate Plan?
We are often asked how often an estate plan should be reviewed and/or updated. While you may not want to ...
3 March 2014
Naming your Revocable Living Trust as an IRA Beneficiary
Retirement planning and estate planning often conflict with each other. Often times, a recommended retirement plan has adverse estate tax ...