Author Archive | Daniel W. Doherty

Estate Planning Update – Estate Recovery Alert

Governor Baker’s Fiscal Year 2017 budget includes a proposal that would allow Mass Health estate recovery from non-probate assets.  The current law defines an “estate” against which recovery can be made as “all real and personal property and other assets includable in the decedent’s probate estate under the General Laws”.  Governor Baker’s proposal would apply […]

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Buying and Selling a Business

John Maher:  Hi, I’m John Maher. Today I’m here with Dan Doherty, an attorney and shareholder of MacLean, Holloway, Doherty, Ardiff and Morse, one of the most prominent law firms on the north shore of Boston, Massachusetts. Today we’re talking about buying and selling a business. Welcome, Dan. Dan Doherty:  Hi, John. How are you? […]

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Estate Planning

John Maher:  Hi, I’m John Maher. Today, I’m here with Dan Doherty, an attorney and shareholder of MacLean Holloway Doherty Ardiff & Morse, one of the most prominent law firms on the North Shore of Boston, Massachusetts. Today, we’re talking about estate planning. Welcome, Dan. Dan Doherty:  Hi, John. How are you? John:  Good, thanks. […]

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Business Formation

John Maher:  Hi, I’m John Maher. Today, I’m here with Dan Doherty, an attorney and shareholder of MacLean Holloway Doherty, Ardiff & Morse, one of the most prominent law firms on the North Shore of Boston, Massachusetts. Today, we’re talking about business formation. Welcome, Dan. Dan Doherty:  Hi, John. How are you? John:  Good, thanks. […]

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The Probate Process

John Maher:  Hi, I’m John Maher. Today, I’m here with Dan Doherty, an attorney and shareholder of MacLean Holloway Doherty Ardiff & Morse, one of the most prominent law firms on the North Shore of Boston, Massachusetts. Today, we’re talking about probate. Dan, what is probate? Dan Doherty:  John, probate, that’s a large term that […]

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Trusts

What is a trust? A trust is a separate legal entity for holding and investing property.  One or more persons (the “trustee”) holds property, usually real estate or investments, for the benefit of another or several other people (the “beneficiary”).  The person who gives the property for the trust is known as the “donor” or […]

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Making the Most of Your Retirement Benefits

The stock market growth of the past few years has added tremendous value to the retirement plans of many Americans and made it much easier to maintain their standard of living once they stop working. However, it has made one of the more difficult financial and legal planning decisions facing most Americans that much more […]

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