4 min read
Stephen Ahern: Jul 11, 2023
This article outlines common complex estate-planning decisions, including how to transfer real estate to heirs, plan for long-term care (with notes on the five-year MassHealth lookback), structure tax-efficient charitable gifts, and address...
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3 min read
George Liakakis: Jul 11, 2023
Massachusetts consumers are already making plans to maximize the upcoming sales tax holiday. Massachusetts business owners should be doing the...
5 min read
Joseph Sachetta: Jul 11, 2023
If you’re nearing 65 and not ready to retire, you’re in good company. Currently, more than 10 million American workers are 65 or older. For...
4 min read
Jeffrey Aron: Jun 05, 2023
Gifting stocks can reduce your taxable estate and shift future appreciation to someone else, but your cost basis carries over and gift tax rules...
3 min read
Stephen Ahern: May 30, 2023
Retirement should be one of the least stressful periods of your life. You deserve to enjoy those years, not spend them pinching pennies and worrying...
3 min read
Eric Sachetta: May 15, 2023
2022 was a year of hard lessons for a lot of investors. If you started the year feeling optimistic about your new cryptocurrency investment, you...
4 min read
George Liakakis: May 10, 2023
For the new driver in your family, getting their driver’s license is probably a thrilling rite of passage. If that new driver is your teenager,...
3 min read
Stephen Ahern: May 03, 2023
People often wonder how they should approach estate planning when they’re married. Should both spouses go together to see their estate planning...
3 min read
Stephen Ahern: Apr 11, 2023
Estate planning and children go hand-in-hand. The birth of their first child is often the event that causes someone to call estate planning advisors...
3 min read
George Liakakis: Apr 10, 2023
A lot of things need to go right in order for your restaurant to succeed. You need asolid business plan, adequate financing, a budget, a tax plan,...