Category Archives: Estate Planning

This is What Happens to You After You Die

First, everything will go black, then you will see a long tunnel with a bright shining light at the other end . . .. Okay, seriously, it is not the job of an attorney to tell you about that. But have you ever thought about what happens to your remains after you pass away? And…. Read More

Why You Need to Sign a HIPAA Authorization Now

Many people are aware that their personal healthcare information is generally made confidential by the federal Health Insurance Portability and Accountability Act (“HIPAA”). Despite the privacy protections of the Act, physicians and other healthcare workers are authorized to make certain disclosures concerning a patient’s healthcare without the patient’s authorization. For example, in emergency situations, in…. Read More

Did the SECURE Act Ruin Your Child’s Trust?

The SECURE (“Setting Every Community Up for Retirement Enhancement”) Act was signed into law by President Trump on December 20, 2019. Among other things, the Act significantly curbs the ability of owners of Individual Retirement Accounts to leave benefits to their surviving children in a manner that minimizes income tax consequences.   Prior to the…. Read More

How Can I Minimize My Estate Taxes?

An estate tax is a type of death tax that is imposed on the decedent’s estate before any distributions are made to beneficiaries. Estate taxes are different from inheritance taxes, which actually are imposed on the beneficiaries themselves. Estate taxes can be a burden because some people still might have to pay them after their…. Read More

Trust Law “Back to Normal” in Pfannenstiehl Decision

The Supreme Judicial Court issued a long-awaited decision in Pfannenstiehl v. Pfannenstiehl yesterday. The decision reversed a prior decision of the Appeals Court that upheld the inclusion of assets of a discretionary spendthrift trust in the marital estate of a divorcing couple. The Appeals Court decision, if it had been allowed to stand, would have…. Read More