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Beneficiary Designation Forms

When was the last time you updated, or even reviewed, your beneficiary designations for your retirement plans or life insurance? Periodic reviews are a good idea for several reasons. Companies are human too, so sometimes these forms get lost or misfiled. Asking the company to provide you with a copy of your form is a

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Health Care Documents

Who will make health care decisions for you if you are unable to do so for yourself? Will family members disagree about your care, especially in the event of terminal illness and life support systems? In a Health Care Proxy you determine who will make decisions on your behalf if the unexpected happens and set

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Use Your Estate Tax Exclusions!

Each Massachusetts resident can pass up to $1 million at death without a Massachusetts estate tax. This is referred to as the estate tax exclusion. So, it seems to reason that a married couple can pass a total of $2 million to their children free of estate tax. However, without an estate plan, this would

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