Stay Informed With Our Estate Planning Insights
Estate planning isn’t set-it-and-forget-it. It’s a living process that should grow with your family, finances, and future goals. Whether you're taking a break this holiday or just checking in, we've got a few simple reminders to help make sure your plan still does what you need it to.
Jun 24, 2025
by Family Estate Planning Law Group
New Year, New Business Succession Plan
Running a successful business is a significant achievement, but what happens when the time comes to step away?
Jan 22, 2024
Family Estate Planning Law Group
Ways to Give Back this Holiday Season
The values of philanthropy can be a part of your estate plan through charitable donations. Read on our blog.
Dec 18, 2022
Family Estate Planning Law Group
Comparing Estate Planning to a Snowstorm
Estate planning that is done improperly or not done at all can be like an unprepared adult during a snowstorm. Read more on our blog.
Dec 11, 2022
Family Estate Planning Law Group
Why Have a Family Care Meeting™?
It can be difficult to discuss topics like death & finances with your family, which is why a Family Care Meeting™ can be helpful; read here.
Aug 30, 2022
Family Estate Planning Law Group
New Proposed Tax Law May Dramatically Affect Massachusetts Estate Tax Planning – Part 2: Eliminating the Step-Up in Basis at Time of Death
Federal government is proposing a change that would accelerate capital gains taxes. What does that mean for you? Read here.
Jul 20, 2021
Family Estate Planning Law Group
Talking With Your Family About Your Estate Plan
In this infographic from Family Estate Planning Law Group we share how you can approach the discussion of your estate plan with your family.
Feb 19, 2021
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. With personalized guidance and lifelong support, we make sure your estate plan evolves with you to reflect your values, protect your assets, and care for the people you love.
