Quantcast
Channel: Estate Planning Strategies – The Heritage Law Blog
Browsing latest articles
Browse All 50 View Live

Matthew Karr, Esq., Presents Estate Planning Seminar for Lawyers through MCLE

On March 9th, Matthew Karr, Esq., of The Heritage Law Center in Woburn and Beverly, joined three colleagues to present an educational workshop for Lawyers on the topic of Estate Planning. The seminar,...

View Article



Ipswich COA Hosts Estate Planning Seminar for Seniors

As part of their ongoing effort to serve the needs of Seniors in the community, the Ipswich Council on Aging recently hosted Attorney Matthew Karr of The Heritage Law Center for an informative Seminar...

View Article

Will a simple Will do what you need it to do?

Estate planning attorneys often receive calls from potential clients requesting how much a simple Will costs. What they do not know is that a simple Will – also known as a “Last Will and Testament” –...

View Article

Estate Planning in the Digital Age

When we think about estate planning, we usually think of how we manage tangible items and investments, but have you thought about protecting your digital assets?  As our lives become more and more...

View Article

Avoid Estate Tax and Preserve Your Family Legacy Through Gifts

There’s a great feeling of satisfaction that comes with giving.  Being able to help your loved ones through major life events and financial transitions can be a very rewarding experience.   Did you...

View Article


Estate Planning for the Young Adult: 7 Strategies to Start Today

Back to school season is upon us!  As we all prepare to get back into our routines it’s also a great time to be reminded of estate planning basics.  The blog posts this month focus on just that....

View Article

Choosing the Right Trustee

Appointing the right trustee is an important decision for anyone who is in the process of creating a trust. The trustee is responsible for managing the trust either when the trust is formed or in the...

View Article

Using a Trust to Limit Massachusetts Estate Taxes for Couples

The Massachusetts estate tax exemption is $1M. When you die, if your estate is valued at $1M or under, you pay no estate tax. If it is valued at one dollar over $1M your estate is taxed on the ENTIRE...

View Article


Why You Should Plan Ahead for MassHealth Eligibility

It’s estimated that 70% of people over the age of 65 will require some type of long-term care services during their lifetime. That could mean needing assistance with at least a couple of activities of...

View Article


What is Probate Litigation and How to Avoid It?

When a loved one passes away and has left a will, their estate must go through a court-managed proceeding called probate where the will is verified, a personal representative is appointed, and the...

View Article
Browsing latest articles
Browse All 50 View Live


Latest Images