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Be Aware: The new SECURE Act May Substantially Impact Your Retirement and Estate Plans

If you have an IRA or 401(k) account as part of your retirement and estate planning, you should be aware of important new legislation that has changed a number of long-standing rules concerning contributions, required minimum distributions, and estate planning for the inheritance of such accounts upon your death. Some of these changes include: No […]

Opportunity Zone Project Underway for BayCoast Bank

We are very pleased to have been able to represent BayCoast Bank in the acquisition of the Standard Times Building on Rt. 18 and Elm Street in New Bedford through an Opportunity Zone entity. Through this strategic Opportunity Zone acquisition, BayCoast Bank has made a significant investment in New Bedford that is expected to expand […]

Opportunity Zones & Qualified Opportunity Funds: An Emerging Economic Development and Investment Tool Worth Considering

The Opportunity Zone program is an important new community economic development and investment tool created in late 2017 by the federal Tax Cuts and Jobs Act.  This program is designed to incentivize long-term private investments in economically distressed communities (including a number of areas in the SouthCoast) through a highly tax-advantaged investment vehicle called a […]

Digital Assets and Estate Planning

Good Morning, Digital assets have become a ubiquitous part of nearly all of our daily lives and yet Massachusetts remains one of the only states in the nation that has not yet passed laws to uniformly address how these important assets can be accessed in the event of the account-holder’s incapacity or death. While legislation […]

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