1340 Centre Street, Suite 205 Newton Center, MA 02459

Estate Planning Newsletter

Massachusetts Estate Planning
The Law Office of William J. Brisk

For your convenience, you may access the current and past issues of our estate planning newsletter online:

• Generational Generosity (Feb 12)
  Would you prefer to transfer more wealth to your family instead of the IRS? Our first article summarizes the relevant lifetime gifting rules and considers two common do-it-yourself transfer methods.
• Five Estate Blunders (Jan 12)
  Proper estate planning is not just for the rich and famous. Surprisingly, however, that is a common misconception. Every adult American has an estate worth planning, regardless of their net worth. In this article we review some critical concerns and plans.
• Family Limited Partnerships (Dec 11)
  Family Limited Partnerships offer many benefits, both tax and non-tax. Our first article is a primer that explores why they are at once a taxpayer favorite ... and a potential target of the IRS and some courts.
• Seasonal Solutions (Nov 11)
  To everything there is a season. So it is with your Life & Estate Plan. Our first article uses a Seasons of Life theme to illustrate how your Life & Estate Plan may change with your personal and financial circumstances over your lifetime.
• Cohabitation Complexities (Oct 11)
  Like their married counterparts, unmarried cohabitants need to make appropriate Life & Estate Plans to avoid especially unpleasant and expensive surprises. Our first article reviews common challenges in the context of some real-life scenarios.
• Marital Matters (Sept 11)
  This month we focus on making proper estate plans to avoid common legal and financial challenges in your marriage. Meeting these challenges will help you honor the vows you made on your wedding day to care for one another.
• Admirable Administration (Aug 11)
  Have you appointed trusted family members, friends or professionals to serve as the fiduciaries of your estate plan upon your death? If so, our first article is a must-read as we review some of the responsibilities (and liabilities) they will face.

Elder Law News & Notes

• June 2011
• May 2011
• April 2011
• March 2011
• February 2011
• January 2011