Helping People Age With Dignity And Peace Of Mind
Completing your estate plan is an important and commendable step in ensuring financial security for your family in the future. But it is not the last step. In fact, without regular check-ins and updates, your plan can become out-of-date and unable to do the things you...
Your life savings and estate won’t be useful to you after your death, but they will be to your family. You can ensure a comfortable and secure life for your loved ones by setting up a trust that will distribute your estate among them when you are gone. With a trust,...
Some products and services are the same for everyone. But most of the time, you get the best value when you can customize what you are buying for your individual tastes, needs and goals. Just like you would not buy a pair of one-size-fits-all jeans, a generic estate...
Those who want to minimize taxes on their estate plans should consider lifetime gifting. The time has never been better for Massachusetts residents to do so in their estate planning since the lifetime exemption for estates and gifts is at an all-time high...
People thinking about writing a will or any other estate documents will want to make sure everything is in order for their heirs. Estate planning in Massachusetts should be comprehensive. In other words, an estate plan needs to ensure they have all the...
One major concern of adult children of elderly parents is that their parents' assets will all be drained in order to pay for the care and medical treatment they may later need. That's a legitimate concern for sure.But the good news is that there is a way to both...
It is always wise to be prepared for things that might not happen. When Massachusetts residents begin doing some estate planning, experts say they should also consider putting into place a financial emergency kit for their families, just in case. Those types of...
The quote by Benjamin Franklin, "Don't put off until tomorrow what you can do today," can apply to so many areas of your life. There are numerous things you know you should probably do but feel there is no urgency to do them. Estate planning is one of those things...
Caring for a child who has special needs can invoke fear in parents. One of these fears is that there won't be anyone to care for the child if something happens to the parents. Some people don't understand that your child might need care even when they reach...
A peaceful family is a happy family. Massachusetts residents who are working on their estate plans likely know that estate planning could be a very emotional undertaking that could elicit strong opinions from family members -- especially siblings. There are ways to...
