Posted by Harry S. Margolis on December 23, 2013
Topics: capital gains taxes, Estate Planning
Posted by Harry S. Margolis on December 3, 2013
Topics: asset protection, trusts, Retirement Planning, Estate Planning
Posted by Rachel Sandler on November 22, 2013
Topics: Estate Planning, incapacity
Posted by Harry S. Margolis on November 19, 2013
Topics: trusts, long-term care planning, Estate Planning
Posted by Harry S. Margolis on November 12, 2013
Topics: family dispute, Estate Planning
Posted by Sarah Foster on November 8, 2013
Topics: Estate Planning
Posted by Sarah Foster on October 18, 2013
Topics: divorce, social security, Estate Planning
Posted by Harry S. Margolis on October 15, 2013
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.
Topics: long-term care insurance, Estate Planning, Retirement Planning, MassHealth planning
Posted by Rachel Sandler on October 14, 2013
Topics: Estate Planning
Posted by Harry S. Margolis on October 8, 2013
Topics: Estate Planning, second marriage, probate, incapacity
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