Boston Legacy Planning Blog

Reading the Tea Leaves in Pfannenstiehl

On April 5, 2016, the Massachusetts Supreme Judicial Court heard oral arguments in the controversial case of Pfannenstiehl v. Pfannenstiehl, 88 Mass. App. Ct. 121 (2015). Arguing for the appellant husband was Robert J. O’Regan of Burns & Levinson; arguing for the wife was Julian B. Hirsch, of Day, Pitney.[…]

Read More »

ALIVE INSIDE

Last night I saw what may be simultaneously the most remarkable, the most uplifting, and the most maddening movie I have ever seen. It is a movie that should be seen by anyone who has a family member or a friend in a nursing home, and by anyone who may[…]

Read More »

NO, YOU DON’T NEED A SIMPLE WILL

Over the years, many people have told me, at an early stage in our initial meeting: “I need a simple will,” or sometimes, “I just need a simple will.” I have proceeded on the assumption, usually proven correct, that they had no idea what a simple will does or does[…]

Read More »

Kevin Mulvaney Update on Middle Market M&A

On June 27, 2012, Professor Kevin Mulvaney, a Senior Lecturer at Babson College gave a presentation on “The State of M&A in the Small to Middle Market” at an XPX meeting.  Overall, he said, conditions are starting to improve in the small to middle market (companies with an enterprise value[…]

Read More »

Less Likely to Exit Than the Pope – Part 2

In a prior post, I noted that there are strong financial and emotional reasons why business owners stay in their businesses long after the optimal exit window has passed.  As a result, they become disabled or die still owning the business. So the business, instead of providing a legacy for[…]

Read More »