Revocable trusts are common estate planning tools in New Hampshire. The trust is established by someone known as a “grantor” (i.e. the person who transfers assets into the trust) and in most i…
Assuming life insurance proceeds are excluded from her estate.
Many clients believe that insurance proceeds are tax-free. That is correct as far as income taxes are concerned, but not fo…
What Are Motivating Factors For Estate Planning And Business Planning?
A recent client consultation touched on the “whys” of estate planning and business planning. As in, what do most people …
This question was posed by a Nashua area probate client who recently lost a close friend. Unfortunately, his friend died without a will or any immediate family members.
When a person dies owning …
…have questions regarding treatment of the primary home, trusts and jointly owned property in elder law/nursing home context.
Many of our estate planning clients have elderly family members who …