With an estate plan, you can get rid of any concerns you might have about what could happen to your assets after your death. You can even easily incorporate your business interests into your plan while you are at it. Create a succession plan First, you can use your...
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
Month: February 2023
The importance of estate plan reviews
So much of the estate planning focus is on the initial process and completing the paperwork for the first time. Unfortunately, this creates a false sense of security once you finish the plan. Whether you are new to estate planning or you finished your documents some...
Understanding the drawbacks of online estate planning forms
Estate planning is an essential part of aging and preparing your finances and legal decisions. If you are new to estate planning and trying to gather the documents that you need, using a downloadable package of forms that you just fill out might seem tempting. Using...
How can you ensure your money stays in the family?
Most people who build wealth throughout their life want to share it with their families. They want to leave a legacy for their children, grandchildren and descendants. If you have substantial wealth or assets, you may wonder how to ensure that your heirs receive their...