Adulting, Made Easier – Stories & Straight Talk

Quick reads, helpful tips, and honest breakdowns of what you need to know.

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Kids Protection Plan, Estate Planning Design Team Kids Protection Plan, Estate Planning Design Team

They're All Grown Up! Guiding Your Child's Leap into Adulthood

Once your child turns 18, they're legally deemed an adult, despite having much more growing up to do (even if they might not agree!). At this stage, privacy laws protect their health and financial information, just like any other adult. However, with some proactive planning, you can still provide the support they need. Read more.

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Estate Planning Design Team Estate Planning Design Team

A Guide to Estate Planning for Non-Biological Parents in the LGBTQIA+ Community: Protecting Your Family During Pride Month

Celebrate Pride and reflect on progress made for the LGBTQIA+ community this June. As a non-biological parent in the LGBTQIA+ community, it's important to be aware of the ongoing fight for full equality. One area that might require attention is ensuring your parental rights are legally protected, especially if you are a non-biological parent. Learn more about this and find valuable information here.

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Estate Planning Design Team Estate Planning Design Team

Massachusetts Estate Tax Update

Massachusetts embraces a significant tax overhaul, led by Governor Maura Healey, increasing the estate tax threshold from $1M to $2M starting in 2023. This shift not only offers relief for many but aligns the state with evolving federal tax standards. Read more…

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