Consider a Generation-Skipping Trust

Jul 2, 2019 / By: Michael Coleman

Category: Blog

Massachusetts is one of the states in the United States that has an estate tax. The tax kicks in at $1 million, meaning if an estate has assets over that threshold there may be a...

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Passing On Personal Property

Jun 25, 2019 / By: Michael Coleman

Category: Blog

Personal property items, such as jewelry, furniture, tools, or railroad cars, are often overlooked in the estate planning context. People tend to focus on real estate and financial assets, but the truth is that personal...

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Can You Modify an Irrevocable Trust?

Jun 11, 2019 / By: Michael Coleman

Category: Blog, General

Irrevocable trusts are sometimes used for certain kinds of asset protection. As the name suggests, these trusts are irrevocable and, for the most part, cannot be amended or revoked. Funding such a trust involves a...

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What a Will Can Do for You

May 14, 2019 / By: Michael Coleman

Category: Blog, General

Why you need a Will (at least). I often tell my clients that the necessity of estate planning is not truly apparent until a person dies without a plan. This leaves children and other loved...

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The Perfect Estate Plan

Apr 30, 2019 / By: Michael Coleman

Category: General

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Domain Listings Scam Targeting Small Businesses

Apr 10, 2019 / By: Michael Coleman

Category: Blog, General

Important Information for Small Business Owners! Beware of the Domain Listings Scam letter! There is a scam going around, targeting small businesses. We recently received a letter from a company called Domain Listings, claiming to...

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Protect Your Assets From a Nursing Home

Mar 12, 2019 / By: Lantz Law, Inc.

Category: General

Anyone who has had a loved one in a nursing home knows of how incredibly expensive nursing home care can be and how quickly assets can be depleted to cover such expense. Eventually, most seniors...

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About the Gift Tax

Feb 26, 2019 / By: Lantz Law, Inc.

Category: Gift Tax

The Gift Tax is a federal tax on the transfer of ownership of property at less than fair market value. In other words, if you give something to someone and you do not receive sufficient...

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Do It Yourself Estate Planning: A Cautionary Tale

Feb 19, 2019 / By: Lantz Law, Inc.

Category: Estate Planning

Would you perform your own operation? A Do it Yourself estate plan is very similar. While it is certainly possible to create your own Will or Living Trust using an online service, software package, or...

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6 Life Events That Require an Estate Plan Review

Feb 6, 2019 / By: Lantz Law, Inc.

Category: Estate Planning

Do you have an estate plan? If so, you are doing better than the majority of Americans. However, this is just the first step. Scheduling periodic estate plan reviews with an attorney is important as...

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