Planning for Life

Could They Make Capital Gains Taxes Any More Complicated?

Posted by Harry S. Margolis on December 23, 2013

By Harry S. Margolis

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Topics: capital gains taxes, Estate Planning

9 (Potential) Problems with Your Trust - Massachusetts

Posted by Harry S. Margolis on December 3, 2013

By Harry S. Margolis

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Topics: asset protection, trusts, Retirement Planning, Estate Planning

Mother's Favoritism Held Not to Reflect Incompetence

Posted by Rachel Sandler on November 22, 2013

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Topics: Estate Planning, incapacity

How Can Family Cohabiting and House Ownership Work?

Posted by Harry S. Margolis on November 19, 2013

By Harry S. Margolis

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Topics: trusts, long-term care planning, Estate Planning

Who Gets Grandma's Yellow Pie Plate? - Massachusetts

Posted by Harry S. Margolis on November 12, 2013

By Harry S. Margolis

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Topics: family dispute, Estate Planning

Protect Your Pets with a Pet Trust - Massachusetts

Posted by Sarah Foster on November 8, 2013

By Sarah Foster

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Topics: Estate Planning

How Do Divorce & Remarriage Affect Social Security Benefits?

Posted by Sarah Foster on October 18, 2013

By Sarah Foster

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Topics: divorce, social security, Estate Planning

How Much Do You Need to Retire? -- Massachusetts

Posted by Harry S. Margolis on October 15, 2013

By Harry S. Margolis

How much money you need "in the bank" when you retire depends on many factors, including the following:

  • Living standards. How much money will you need each month to live the way you want to live? Does that include travel? A second home? Gifts or support to children and grandchildren? Create a budget as a starting point, and then assume that it will increase at least 3 percent per year to account for likely inflation.

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Topics: long-term care insurance, Estate Planning, Retirement Planning, MassHealth planning

Attorney Could Have Prevented Undue Influence

Posted by Rachel Sandler on October 14, 2013

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Topics: Estate Planning

Wisconsin Court Permits Challenge to Marriage Based on Incapacity

Posted by Harry S. Margolis on October 8, 2013

By Harry S. Margolis

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Topics: Estate Planning, second marriage, probate, incapacity

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