Amherst Estate Planning Client Seeks to Avoid Two Costly Estate Planning Mistakes

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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…

Is It Time For an Estate Planning Check-Up?

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Nashua client wants to know: Should I have an estate planning check-up? The start of a New Year is an excellent time to consider whether your estate plan could use a check-up. A properly executed …

Nashua, NH: Concerns About Estate Taxes and Business Succession Plan

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Nashua Small Business Owner has Concerns About How Estate Taxes Will Affect His Business Succession Plan. Estate taxes and proper estate planning are an important consideration for all New Hampshir…

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