Estate Planning Blog

Needham Estate Planning

New Baby? Time to Create Your Estate Plan

Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary –  lack of time, not thinking you have enough assets, not knowing how to start, or fear of contemplating

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Needham Estate Planning

Are Your Documents Following the Same Script?

In the event of your untimely death, the manner in which your beneficiaries — or those people who receive your assets from your estate — are determined is highly dependent on how your property is titled. Generally, property with title

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Needham Estate Planning

Estate Planning For the Newly Married

Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you’ve effectively just done a working inventory of your possessions—as you’ve figured out how to consolidate

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Gift Giving The Tax-Free Way

Although it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides you with many opportunities to give gifts to family, friends, and charities tax-free.  Some are straightforward, while others may require the help

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