Call to schedule an appointment or house call
Local : 617-379-0022
Toll Free : 866-591-4451
Local : 617-379-0022
Toll Free : 866-591-4451
As a caring parent or grandparent, you want to leave assets behind for your loved ones. Some of these heirs may include those who are in their twenties or even younger. Young people are not always wise at handling money. You want to make sure they do not waste what...
Seniors, pregnant women and disabled individuals may apply for Medicaid. Massachusetts residents with income below the state’s average and who do not exceed the program’s asset limits may qualify for assistance. The Mass.gov website notes that eligible residents may...
You may notice your parents making some financial mistakes due to their aging. Perhaps they are forgetting to pay bills or they are engaging in irresponsible spending. Slowing down a bit and losing some mental acuity is natural as we age, but this can leave folks...
Part of estate planning includes deciding who gets portions of your estate after you die. However, in Massachusetts, any estates valued at $1 million or higher are subject to estate tax. Money will go to the state before your beneficiaries receive anything, so make...
Some people delay creating a succession plan for the family business. Many assume this kind of plan will develop naturally. Others simply view the task as overwhelming. However, in the case of a family-owned business, a succession plan has many benefits including the...
