Estate Planning
Planning for pets during disability
Pet owners should consider planning for the care of their pets during any time when they are not able to care for the pets themselves.—Sally A. Dabrowski
The importance of premarital agreements in modern society
Premarital agreements—customarily associated with celebrities and the super wealthy—are not only for the rich and famous but also can provide numerous benefits to anyone with personal assets, liabilities, property or children from a previous relationship.—Kaitlyn B. Barnett
The importance of elective share statutes in “I love you not” wills
Some married individuals do not wish to provide for a surviving spouse under their estate plans. A recent Massachusetts Supreme Judicial Court decision underscores the importance of states’ elective share statutes when individuals do not wish to execute “I love you” wills in favor of a surviving spouse.—Alexandra P. Crean
Tax planning related to transfer of ownership of closely held family business
There are several issues one must consider when transferring a closely held business to the next generation.—Deborah L. Anderson
Wealth Management
Retirement saving strategies by age
Saving for retirement is smart, and saving for retirement with specific tactics at specific ages is smarter.—Sarah Roscioli
Unclaimed funds — What are they and how do I collect?
How do I collect any unclaimed funds in my name that may have been turned over to my state?—Kerri Painting