Buying a business can be one of the most exciting moves in someone’s professional life. But when the seller is a family member, the risks become much more complicated—and often much harder to talk about.
On April 10, 2025, the U.S. House of Representatives passed a Senate-amended federal budget resolution that could lead to one of the most significant shifts in estate planning in decades: the possible elimination of the
If you’re a financial advisor, you probably understand the importance of trusts in estate planning. They provide control, protection, and flexibility when it comes to transferring wealth. But there’s a part of the story
When most people think of “exclusive,” they think of relationships. But in the world of commercial real estate, exclusivity is just as important—especially for retail tenants. Whether you’re opening a bakery, gym, clothing boutique, or
What happens when a property owner disappears—and never comes back? Years ago, I handled one of the most unusual probate cases of my career. A woman contacted me about a piece of land her family
Why do Marshfield homeowners need to know both wills and trusts? In Massachusetts, knowing the differences between wills and trusts isn’t just about planning for the future—it’s about protecting your legacy and the people you
Commercial loans are complex enough without a trust-related surprise holding up the deal. In Massachusetts, real estate held in trust is often used to avoid probate and streamline transitions between family members. But what happens
When it comes to MassHealth planning and estate protection, one mistake can cost a family hundreds of thousands of dollars. Unfortunately, many people don’t realize they’ve made a critical error until it’s too late. In
On March 28, 2025, the Massachusetts Supreme Judicial Court (SJC) recently issued a significant decision in BAK Realty, LLC v. City of Fitchburg, clarifying how local zoning laws apply to sober homes. The ruling has
Buying a home is one of the biggest financial decisions you’ll ever make. But what happens if something goes wrong? Without the right contingencies in your real estate contract, you could end up stuck with
Buying a business can be one of the most exciting moves in someone’s professional life. But when the seller is a family member, the risks
On April 10, 2025, the U.S. House of Representatives passed a Senate-amended federal budget resolution that could lead to one of the most significant shifts
If you’re a financial advisor, you probably understand the importance of trusts in estate planning. They provide control, protection, and flexibility when it comes
When most people think of “exclusive,” they think of relationships. But in the world of commercial real estate, exclusivity is just as important—especially for retail
What happens when a property owner disappears—and never comes back? Years ago, I handled one of the most unusual probate cases of my career. A
Why do Marshfield homeowners need to know both wills and trusts? In Massachusetts, knowing the differences between wills and trusts isn’t just about planning for
Commercial loans are complex enough without a trust-related surprise holding up the deal. In Massachusetts, real estate held in trust is often used to avoid
When it comes to MassHealth planning and estate protection, one mistake can cost a family hundreds of thousands of dollars. Unfortunately, many people don’t realize
On March 28, 2025, the Massachusetts Supreme Judicial Court (SJC) recently issued a significant decision in BAK Realty, LLC v. City of Fitchburg, clarifying how
Buying a home is one of the biggest financial decisions you’ll ever make. But what happens if something goes wrong? Without the right contingencies in
