Why I Like Our Current Estate Tax System

Warning: This article is very long. It feels weird to write a post in favor of taxes, but hear me out. After my last post about ways to avoid the estate tax, some friends indicated that the estate tax should be abolished altogether. While I’m no fan of taxes, they are a certainty of life,

For This, My Sincere Gratitude

Tomorrow is Thanksgiving, and across America families will gather for food and fellowship in the spirit of gratitude for the many blessings bestowed upon us. This year, I have a lot to be thankful for. My beautiful wife Dan and I have been married for almost two years. Our baby boy, Timothy, was born last

Spousal Consent, Long-Term Care, and Protection of Retirement Assets

A rather specific question was posed to me in the comments of another post, so I’ll address it here. The question posed was: “If a 62 year old widow remarries, and designates his emancipated children as beneficiaries of his 401(k), does he need his new wife’s endorsement to make the beneficiary designations stick? Also, are

Dave’s Got a Brand New Blog

Hello everyone. This is the first post to my new blog: Musings of a Massachusetts Estate Attorney. I’m excited about the opportunity to muse in writing, and I’m excited that you’re reading this. Of course the majority of posts to this blog will be about estate planning, probate, corporate law, guardianship, conservatorship, prenuptial agreements, and