The 2024 Homestead Act: What Homeowners Need to Know for Estate Planning
In August 2024, Massachusetts passed the Homestead Act for homeownership protection, making the act stronger and more flexible than ever.
Estate Planning and the One Big Beautiful Bill: What You Need to Know
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, marking one of the most significant shifts in federal estate and gift tax policies in recent history. Spanning nearly 900 pages, OBBBA addresses America’s long-standing uncertainty around the...
Brendan J. King Featured in the Professional Advisor Network Journal on SECURE ACT
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is a bipartisan retirement bill that went into effect on January 1, 2020. The law contains many favorable provisions for retirement account owners, including removing the age limit for IRA...