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October is Estate & Gift Planning Awareness Month

By: Financial Awareness Foundation We hope you and your loved ones are staying safe and healthy. In these unprecedented circumstances, now, it is more important than ever to help everyone to ensure that their financial house is in order. To that end, we would like to invite everyone to join the Improving Financial Awareness & […]

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The Two Estate-Planning Documents Clients Need for College-Bound Kids

By: Anna Sulkin Estate planners are seeing a new trend in their line of work—clients increasingly requesting to put e...

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Digital Assets in Estate Planning: Cybersecurity Concerns and Considerations

By: JD Supra With the rise of the digital world, many estate planning clients have accumulated large collections of “...

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International Estate Planning

By: Matthew Erskine Despite the sharp drop in international travel due the the Covid 19 pandemic, we are still living...

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How Does the SECURE Act Affect Estate Planning?

By: Adler Pollock & Sheehan The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the biggest...

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Estate Administration During a Pandemic

By: Burns & Levinson This month we will continue the discussion regarding our professional experiences during the...

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Massachusetts Court Enforces No-Contest Clause Against Trust Beneficiary

By: Marshall Senterfitt In a recent decision in Capobianco v. Dischino, Mass. App. Ct. 19-P-197 and 19-P-199 (decisio...

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