Kimberly Rainen

An article written by a financial planner specializing in divorce stresses these two key points regarding dissolutions involving special needs children: Such divorces “are significantly more complex to negotiate” than most others; and Many divorce attorneys understandably do not command a full understanding of how to best help a parent obtain results that will optimally …

How a special needs child and divorce implicates estate planning Read More »

Our above headline leading off today’s post certainly doesn’t apply to all — or even most – Massachusetts estate planners. Indeed, the majority of individuals in the Bay State and nationally work for businesses they themselves do not own. Having said that, though, the enduring American entrepreneurial spirit virtually ensures that many people do strike …

Your estate plan needs to address your Massachusetts business Read More »

Out with the old, in with the new. That adage certainly applies in January and the early months of any new year for legions of Americans focused on revising and updating select elements of their lives. For some, the focus might be on nothing more than a renewed determination to declutter, be more assertive at …

Should the New Year trigger new thoughts re your estate planning? Read More »

In chronicling the inventory of a comparatively high-asset life for its eventual transfer to heirs via your projected estate plan, you’ve perhaps accounted for that coin collection that your youngest child was always fascinated with. Ditto the fine china and silverware that has been in your family for generations, the cabin up north, and numerous …

Just how many heirs are looking at that art hanging on the wall? Read More »

We’re all different, yet all the same. Likely you’ve heard some closely paraphrased version of that thought. Seemingly, it applies to just about everything in life and cuts across national boundaries to embrace the mindsets and aspirations of people all across the globe. Put another way: Regarding most important things, Swedes are no different than …

Global perspective: reflections on end-of-life matters Read More »

There is a sizable checklist of “things to do” for many estate planners that ranges widely from will/trust execution and heir/beneficiary designations to inheritances and health care-related instructions. In almost all cases, say multiple commentators in a recent article focused upon financial management in the estate planning realm, that bulleted list should also have this …

Cleaning your financial house for future generations Read More »