Could generations of traditional homeownership wisdom be wrong? Here’s what you need to know to determine whether your home is an investment that will pay off in retirement—or a liability.
If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.
This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.
This case should be required reading for any person who has an interest in an entity or a trust.
This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.
The administrators of the late musician’s estate recently settled a complicated dispute with the Internal Revenue Service over the value of Prince’s assets. The precise value was undisclosed, however, although it could exceed $100 million.
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
NORTH SHORE & ESSEX COUNTY
GREATER BOSTON AREA
SOUTH SHORE, CAPE COD & ISLANDS
