Estate planning is an important financial step that many individuals consider at various stages of their lives. One common misconception is that there is a specific age at which it becomes too late to begin this process. However, the truth is that the complexity of...
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Local : 617-379-0022
Toll Free : 866-591-4451
Month: September 2023
Why should young adults have wills and estate plans?
In the hustle and bustle of youth, the thought of creating a will or estate plan may not be in someone's mind. After all, most young adults are more focused on building their careers, exploring the world and enjoying their newfound independence. However, overlooking...
Why do I need to start Medicaid planning early?
Initiating Medicaid planning should ideally start long before the need for long-term care arises. Waiting until a health crisis occurs can limit your options and potentially deplete your assets. To make informed decisions, it is important to understand the key...
Is your estate plan safe?
Planning for the future is a good endeavor, and creating an estate plan is part of that process. Yet, it is not enough to simply draft a will or trust. You must also ensure that your estate plan remains secure and accessible when needed. Organize your documents Begin...
5 ways to avoid a contested estate plan
Creating an effective estate plan ensures the distribution of your assets happens according to your wishes after you pass away. However, estate plans can sometimes face challenges and disputes from family members or beneficiaries. To help you avoid such contests, you...