Articles of Interest
- Passing Thoughts: 10 Things to Know About ‘Scary’ Retirement-plan Beneficiaries [link to article]
- Federal Estate Tax Repeal: What Happened? [download article]
- Checklist for Financial Planning for Families with a Disabled Family Member Under the Deficit Reduction Act of 2005 [download article]
- New Guardianship Rules in Massachusetts [download article]
- The Use of Trusts in Estate Planning [download article]
- Copyrights: Frequently Asked Questions
- The Use of Annuities in Elder Law Planning
- Oops! What to Do When the Gong Has Rung: The Use of Disclaimers with the Previously Taxed Property Credit
- The Income Only Grantor Trust: Preserving the Home and Other Assets under the Deficit Reduction Act of 2005
- Estate Planning for Unmarried Partners and Same Sex Couples in Massachusetts: Pitfalls and Opportunities
- Federal and Massachusetts Transfer Tax Systems
- The Home In Massachusetts Medicaid Planning Under the Deficit Reduction Act of 2005
- Probate Process Timeline
- Problems with a Trust as Beneficiary of a Retirement Fund
- Ten Early Warning Signs of Estate Plan Malfunction
- The Use of Trusts in Estate Planning
- Something to Think About: New Guardianship Rules In Massachusetts
Presentations
- Estate Planning for Farmers [download]
- Estate Planning For Authors and Artists [download]
- Marital Deduction Funding Formulas: Fun for the Entire Family [download]
- Massachusetts Estate Tax [download]
- Planning for Long-Term Care: New Laws and Regulations [download]
- Safeguarding the Castle: Can a Trust Keep the Dragon from the Gate? [download]
Events
Ami recently spoke at Tucker’s Restaurant in Southwick, MA on: Estate Planning for Farmers. [download presentation]