The baby boomer generation is aging, nearing retirement or already there. While many may have already done estate planning, many in Massachusetts have not. Many of their children are stuck in what has been referred to as the "sandwich generation," having young...
Helping People Age With Dignity And Peace Of Mind
Month: February 2020
Less-common benefits of a special needs trust
As a parent, you want to provide for your children. Of course, if your child has special needs, you likely face some challenges that other parents easily avoid. To be certain that your child has the financial support he or she needs to have a happy and...
Many options exist to reach estate planning goals
Retirement planning and estate planning have both gone through changes in recent years in how people plan for them in Massachusetts. The two often go hand in hand when integrating retirement planning into estate planning where financial issues are concerned. One...
Minmizing the federal estate tax in estate planning
There are likely a number of things a person should do before they pass from the life. Estate planning is one of those things, and Massachusetts residents who have a number of assets might find planning easier if they know a few things about the federal estate tax or...
Estate planning is for all phases of life
Some people hear the term estate planning and think it's something their parents may need to consider or maybe something to think about as one gets older. The reality of it all is that people can benefit from having a plan at any age in Massachusetts. The focus...