October 2017

Multiple children, different goals: estate planning considerations

Many loving parents in Massachusetts and across the country who are fortunate enough to be financially sound might be mutually inclined to agree that it might be a good thing if their adult kids were virtual clones. That is said tongue in check, of course, but actually does make a bit of off-the-wall sense from …

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Estate-wise, this is not exactly what famed rocker intended

What has been written about iconic rock star Jerry Garcia of the Grateful Dead, who died in 1995, literally fills volumes of material. Most descriptors portray the legendary industry figure as a conflict-averse and laid-back person. Given such a personality, the artist would unquestionably be stunned and dismayed by the persistent battles that have centered …

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Focus: business owners, wealthy families and estate updates

A writer at Forbes magazine whose focus in on articles that discuss “the creation and management of exceptional wealth” says that many top wage and income earners across the United States unquestionably do a good job on the creation prong. Conversely, though, just as many are making rather dismal efforts in the wealth-management sphere, often …

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