If Your Spouse Passes Without an Estate Plan is it too Late to Minimize Estate Taxes? If your spouse has just passed away and you did not create a detailed estate plan, you may find yourself [...]

As a Massachusetts resident, you may be considering the financial benefits of moving to New Hampshire—like lower taxes, more affordable housing, and the absence of an estate tax. Both of our [...]

We are thrilled to announce that our founder, Tim Borchers, has been recognized with the prestigious Super Lawyers award for 2024 in the field of trusts and estates. This distinction is [...]

We are committed to offering our clients the most effective and advantageous estate planning solutions. That’s why we established a branch in Concord, New Hampshire. This locale provides access [...]

While we see glimpses of hope that inflation is easing, the high cost of living (COL) has many re-evaluating their financial strategies. Inflated costs for essentials such as housing, food, and [...]

When it comes to estate planning, married couples often face a decision: should they combine their assets into a single joint trust, or should each spouse create a separate trust? This choice is [...]

A 2023 Massachusetts appellate court case, Jones v. Jones, casts doubt on the ability of irrevocable trustsA trust that cannot be revoked by the Grantor. Irrevocable trustsA trust that cannot be revoked by the Grantor. Irrevocable trusts are created to either save taxes or protect assets, or both. More are created to either [...]

Perhaps 20% of our clients have a second home. In some cases, it’s a true vacation spot; in other cases, it doubles as an investment property or part-time Airbnb™. Either way, it may be [...]