Leaving an inheritance to your loved ones brings a sense of satisfaction, knowing that you have provided for their future even when you are no longer around. However, you might worry that your heirs could misuse or waste their inheritance, leading to financial...
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Local : 617-379-0022
Toll Free : 866-591-4451
Month: July 2023
Disadvantages of using downloadable estate planning forms
Would it surprise you to know that only just over one-third of American adults have any kind of estate plan? If you have not created a plan of your own, you probably have well-meaning friends and family members telling you to get one in place, especially if you have...
Should you have a living trust?
Structuring your finances with estate planning can feel overwhelming for many reasons. However, developing a strategy that carries out your financial wishes and streamlines the process for your family is vital. Creating a living trust can help you prepare your estate...
4 estate planning steps you should not overlook
The complexities of estate planning often lead to overlooked details. When you want the confidence that your estate plan is comprehensive, there are a few components you should address. There are four steps you should not overlook. 1. Choose a secondary executor You...
Estate planning for the terminally ill: 3 factors to consider
When a loved one receives a diagnosis of a terminal illness, such as metastatic cancer, the emotional impact is often considerable. As you attempt to help family members and the ill loved one to adjust to this new reality, the question of estate planning may come to...
What are some signs of undue influence on an elderly person?
When your elderly loved ones are crafting their estate plan, they may begin to show signs that someone else is pressuring them. This person could be directing and influencing your loved one from behind the scenes in order to get the majority of the inheritance....