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Articles by Talia Azzaretto
Best Advice to Avoid Common Estate Planning Mistakes | JD Supra
In my practice, I am fortunate to serve clients in developing tailored estate plans as well as administering the estates of recently deceased loved ones. This dual perspective exposes some common pitfalls that can undermine even the most well-intentioned planning. Below are my top five pieces of advice to keep in mind as you undertake your estate planning. 1. Build in asset protection for your children.
IRS Announces 2024 Lifetime Estate and Gift Tax Exclusion & 2024 Annual Gift Tax Exclusion | JD Supra
The Internal Revenue Service recently announced the 2024 annual inflation adjustments to the lifetime exclusion for federal estate and gift tax (the “basic exclusion amount”) as well as the annual gift tax exclusion, among many others. For individual taxpayers who die in 2024, up to $13,610,000 of the decedent’s gross estate at death, decreased by lifetime taxable gifts, will be excluded from the imposition of federal estate tax (an increase from $12,920,000 for individuals dying in 2023).
What to Expect: Your First Meeting with an Estate Planner | JD Supra
Any estate planning professional will tell you everyone should have an estate plan. But we also understand that the whole process can feel a bit daunting—finding an estate planning attorney, getting organized, making decisions that will impact your loved ones, and considering your own mortality—the task is not everyone’s cup of tea.
Client Alert: Massachusetts Enacts Millionaire’s Tax | JD Supra
On August 9, 2023, Massachusetts Governor Maura Healey signed the Fiscal Year 2024 state budget, which implements a four percent (4%) surtax on income exceeding $1 million. The surtax is effective for tax years beginning January 1, 2023 and is in addition to the 5% income tax rate already imposed by Massachusetts.
Basic Estate Planning Documents for the College-Bound | JD Supra
If you are the parent of a recent high school graduate who is preparing to head off to college this month, expand your to-do list beyond shopping for dorm room essentials and consider meeting with an estate planning attorney who can prepare a basic set of documents for your child before they set out into the world.
Planning Considerations for Same-Sex Spouses in the Event of Divorce or Death | JD Supra
Marriage has always been governed by state law, and it is only in very recent history that select states began revising their definitions of marriage to acknowledge the rights of all couples to be married. While Massachusetts made same-sex marriage legal in 2003 via the decision in Goodridge, it was not until the landmark 2015 decision in Obergefell v.
Privacy in Estate Planning and the Vaughan Affidavit | JD Supra
People typically have several goals in mind when they are looking to create or tweak an estate plan, and important to some may be the desire for privacy. Estate planning professionals are versed in the various estate planning vehicles that can effectively avoid scrutiny of one’s wealth and the nature of one’s estate plan, during life and after death.
The Spousal Elective Share | JD Supra
When it comes to your estate plan, the law seeks to protect and carry out your intentions with respect to the disposition of your property upon your death. But Massachusetts law may dictate a different outcome if you leave your spouse out of your will. In Massachusetts, like many other states, the elective share statute aims to prevent one from disinheriting a spouse.
Planning for Your Children’s Financial Security | JD Supra
Last month I reviewed how to approach the extremely important decision of choosing a guardian for your minor children. Let’s now look at some vehicles for ensuring financial stability for your children in the event of your passing, which is particularly important if you are divorced. The options outlined below may already be familiar to you; hopefully, this information can help get you started on deciding which may be a good fit for your circumstances.
Considerations for Your Kids in Your Estate Planning | JD Supra
Updated: May 25, 2018: JD Supra is a legal publishing service that connects experts and their content with broader audiences of professionals, journalists and associations.
Planning Around Your Child’s Partner | JD Supra
Updated: May 25, 2018: JD Supra is a legal publishing service that connects experts and their content with broader audiences of professionals, journalists and associations.
Estate Planning and Re-tying the Knot | JD Supra
Updated: May 25, 2018: JD Supra is a legal publishing service that connects experts and their content with broader audiences of professionals, journalists and associations.
Updating Your Estate Plan in the Event of Divorce | JD Supra
Updated: May 25, 2018: JD Supra is a legal publishing service that connects experts and their content with broader audiences of professionals, journalists and associations.
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