VEA Newsletter
Estate Planning, Real Estate, Probate & Tax
Form 1041 – Income Tax Return for Trusts & Estates – What You Need To Know Before Filing
Form 1041 – Who and When to File If you are an executor for an estate or a trustee, you may need to file a
Non-Probate Transfers: TODS, PODS, and Beneficiary Designations
What are non-probate transfers? Non-probate transfers are transfers of ownership that occur upon the death of the owner without needing to go through the probate.
When do you Pay a Gift Tax?
Introduction The federal gift tax (Form 706) is one of the most misunderstood sections of the tax code for nonlawyers. While many are aware of
Who Should I Pick to be the Trustee of my Trust?
What is a Trustee Who should I pick to be the executor or trustee of my trust? It’s the most crucial decision of any estate
Planning for Medicaid with an Irrevocable Trust
Medicaid and Masshealth Planning to shelter your assets from Medicaid and Masshealth is a frequent concern of clients. I often receive questions from individuals regarding
Why Estate Planning is Important for Blended Families
What is a Blended Family? An estate plan is an important asset for any family, but even more so when the spouses involved have children
The Invisible Inflation Tax
What is the inflation tax? The inflation tax is a method by which the government indirectly finance’s it’s spending. It is impossible to quantify or
