News / Events

 

Articles of Interest

  • Ten Reasons a Trust Might be Right for You - And Ten Reasons it Might Not. [download article]
  • Federal Estate Tax Repeal: What Happened? [download article]
  • Checklist for Financial Planning for Families with a Disabled Family Member Under the Deficit Reduction Act of 2005 [download article]
  • New Guardianship Rules in Massachusetts [download article]
  • The Use of Trusts in Estate Planning [download article]
  • Copyrights: Frequently Asked Questions
  • The Use of Annuities in Elder Law Planning
  • Oops! What to Do When the Gong Has Rung: The Use of Disclaimers with the Previously Taxed Property Credit
  • The Income Only Grantor Trust: Preserving the Home and Other Assets under the Deficit Reduction Act of 2005
  • Estate Planning for Unmarried Partners and Same Sex Couples in Massachusetts: Pitfalls and Opportunities
  • Federal and Massachusetts Transfer Tax Systems
  • The Home In Massachusetts Medicaid Planning Under the Deficit Reduction Act of 2005
  • Probate Process Timeline
  • Problems with a Trust as Beneficiary of a Retirement Fund
  • Ten Early Warning Signs of Estate Plan Malfunction
  • The Use of Trusts in Estate Planning
  • Something to Think About: New Guardianship Rules In Massachusetts

 

 

 

Presentations

  • Estate Planning for Farmers [download]
  • Estate Planning For Authors and Artists [download]
  • Marital Deduction Funding Formulas: Fun for the Entire Family [download]
  • Massachusetts Estate Tax [download]
  • Planning for Long-Term Care: New Laws and Regulations [download]
  • Safeguarding the Castle: Can a Trust Keep the Dragon from the Gate?
    [download]

 

Events

Ami recently spoke at Massachusetts Farm Bureau of Hampshire County in Amherst, MA on: Estate Planning for Farmers. [download presentation]

Call today to arrange for a speaking opportunity.

© 2011 Ann I. Weber