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Whitepapers and Estate Planning News

Serving Clients Throughout Massachusetts


  • ABLE Account Tax Law Changes
    The new tax law signed by President Trump last month made some improvements to ABLE accounts, but also set up a potentially devastating pitfall for the unwary.
  • Consortium For Citizens With Disabilities
    Download this letter regarding the ABLE to Work Act for information on how this pending legislation may affect individuals with disabilities and how they may contribute to their ABLE accounts.
  • Final Tax Bill Expands Medical Expense Deduction
    For tax years 2017-2018, all families whose medical expenses exceed 7.5% of their adjusted gross income will have the option of deducting certain medical expenses. How will the new tax bill affect you?
  • Worker’s Compensation Could Affect Your SSDI Benefits
    Did you know the Social Security Administration imposes caps on SSDI payments for individuals who receive both types of benefits?