Our Blog

Our Blog

Corporate Transparency Act – On Hold

On December 3, 2024, a Federal Court in Texas issued a nationwide preliminary injunction temporarily preventing the enforcement of the business beneficial ownership interest ("BOI") reporting requirement under the Corporate Transparency Act...

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Are Pets “Just” Property?

Historically, pets have been characterized as personal property under the law, with little to no consideration of the special place they hold in our lives. If your pet was harmed or worse, the remedy was monetary compensation, usually capped at the...

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Federal Estate Tax Changes in 2026

The current federal lifetime gift and estate tax exemption amount of $13.61 million per person is scheduled to revert to its previous $5 million threshold in 2026 (adjusted for inflation to about $7 million).   Under current law, if...

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Massachusetts Estate Tax

As many of you may know, Massachusetts has recently increased its estate tax exemption from $1 million to $2 million per person.  Note that spouses cannot share their exemptions, so if proper estate tax planning is not in place before the first...

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Corporate Transparency Act

The Corporate Transparency Act came into effect on January 1, 2024.   This new law requires business entities (including limited liability companies, some partnerships and corporations) to file a report with the Department...

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Seminar on March 3, 2020

Significant Change in Rules Applicable to Retirement Plans

On December 20, 2019, Congress enacted the SECURE Act, which contains a significant change in how retirement plan benefits must be paid out to beneficiaries after the participant’s death.  For deaths occurring on or after January 1, 2020,...

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Avoiding Probate Court by Funding Your Revocable Trust

Every estate plan should include a Last Will; however, to avoid probate administration after your death, all of your assets must pass to the beneficiaries without looking at the Will. If the Will needs to be consulted, then it must be done through the...

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Scam Alert – Copy of Your Deed and Other Real Estate Matters

Scam Please be aware that a solicitation from any company offering to obtain a copy (certified or otherwise) of your deed for you for a fee is a scam.  If I have assisted you with the transfer of your property to trust or otherwise, then I have...

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Homestead Declaration

In Massachusetts, up to $125,000 of the equity in your home is automatically protected from creditors. However, with a simple document filed at your Registry of Deeds for $35 ($36 in Norfolk County), you can actually protect up to $500,000 of your...

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