By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and
Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes
Have you ever wondered what will happen to your estate after you die? How long will it take for your loved ones to receive the
Giving basics You’re free to give almost any type of property to whatever organization you choose. But in order to retain the tax benefits associated
There are a number of ways your estate can be distributed to your heirs after your death. Each allows a different degree of control over
Estate taxes. It’s not enough to simply know they exist and to know strategies to minimize them. When it comes down to it, you need
Married couples have several ways to potentially avoid any estate tax liability when they leave assets to each other. Because of the unlimited marital deduction,
Have you ever wondered what will happen to your estate after you die? How long will it take for your loved ones to receive the
There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages. Instead of making an outright gift, you
Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some charitable
Sometimes it takes tough economic times and natural disasters to unite and bring out the best in people. Natural disasters such as hurricanes and earthquakes
Charitable giving can be a rewarding experience by allowing you to both give and receive. To enjoy the benefits of charitable giving, you can utilize
Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider
In planning your estate, it is customary to consider wills and trusts (as well as intestacy) as a means of property distribution. As a matter
The history of estate taxes in America has been a long and winding road. Careful estate planning is still one of the most important ways
By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and
A practicing attorney in Massachusetts since 1968, Mr. Wilkinson has conducted hundreds of Estate Planning Seminars in the Greater Boston area.