The holidays are a popular time for charitable donations. With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent. Here are six tips [...]
We now know the rules by which to play our cards. The American Taxpayer Relief Act of 2012 (ATRA), better known as the “Fiscal Cliff Deal,” provided us with some certainty in planning [...]
In our Woodman & Eaton spring newsletter, we mentioned that the Massachusetts legislature enacted a new Uniform Probate Code effective as of March 31, 2012 (the “Massachusetts Uniform Probate [...]
Most recently, the Governor signed House Bill No. 4223, which, in part, amends the General Laws by adding Chapter 203E, known as the Massachusetts Uniform Trust Code (the “MUTC”). [...]
Peter Johnson and Neil Cohen recently co-authored a memorandum to CPAs alerting them to an important planning issue regarding clients’ qualified retirement plan benefits and IRAs. Click [...]