On July 4, 2025, a landmark piece of legislation titled the “One Big Beautiful Bill Act” was signed into law, ushering in a sweeping transformation of the U.S. tax code. This historic act not only solidifies many of the popular but temporary provisions of the 2017 Tax Cuts and Jobs Act (TCJA), but also introduces […]
Estate Planning
What Happens if You Die Without a Will in MA
Failing to create a will can have significant consequences for your loved ones and legacy. In Massachusetts, dying without a valid will—known as dying “intestate”—means state laws determine how your assets are distributed and who will care for your minor children. This comprehensive guide explores Massachusetts intestate succession laws, potential problems that arise from dying […]
Family Meetings: Your Essential Guide to Building a Lasting Legacy
Family meetings are no longer exclusive to ultra-wealthy households; they are increasingly recognized as a valuable tool for families across all financial levels. These gatherings provide open communication, shared understanding, and collaborative decision-making about financial matters and family values. By addressing topics such as estate planning, trustee or personal representative roles, long-term care plans, investment […]
What Happens to Your Social Media Accounts When You Die?
Social media has become an integral part of our lives, with many of us accumulating years of posts, photos, videos, and other digital content across various platforms. But have you ever considered what happens to all of this data after you pass away? Understanding the policies of different social media sites regarding deceased users’ accounts […]
