Posts by Developer
If I Don’t Have a Will, Does Massachusetts Get My Money?
When someone dies without a will, they lose the ability to determine who will get their property and who will handle their affairs. Can they also lose all their property to the government? Many of us have heard stories about property ownership passing to the government through an ancient common law practice known as escheat.…
Read MoreHappy Holidays from Jordan & White, LLC!
My family has gone to the Holiday Pops for years. I can remember going with my parents while Kerry and I were still dating because it was such a treat for us then. We got to get dressed up, go to Boston Symphony Hall, and then out to dinner at the Oak Room. We changed…
Read MoreMany People May Need to Plan for the Massachusetts Millionaire’s Tax
The new “Massachusetts Millionaire’s Tax” is expected to regularly impact less than 1% of households in the state—but many more families will take an extra tax hit when they go through events such as the sale of a home, transfer of a business, or conversion of a retirement account. People who did not think this…
Read MoreIt’s Estate Planning Awareness Week – Have You Planned for Your Digital Assets?
When you think about your estate plan, you probably consider your home, vehicles, family heirlooms, and financial assets. But there is another category to consider, and it is a big one—your digital assets. The time you spend on your smartphone and computer has built a virtual warehouse of digital assets, which can include personal assets…
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