Dedicated to Providing Clarity: Estate Planning Specialist
Taking the first step towards peace of mind should be easy. Brooke Shanahan serves as a Client Experience Specialist, who is here to make the estate planning journey as comfortable and straightforward as possible. She is dedicated to answering questions, guiding clients through the process, and scheduling important document signings. Brooke’s goal is to ensure that clients feel supported and informed every step of the way, helping them take the first step toward peace of mind with ease.
Team Member Since 2024
As we get older, we often face legal, financial, health care, and family decisions that we never expected to make. How will we pay for long-term care? What happens if […]
No. Your personal representative does not have to live in Massachusetts. You can generally name someone in another state, as long as that person is qualified and willing to serve. […]
By Daniel M Surprenant, Esq., CELA | Managing Partner Your home, life insurance policies, and retirement accounts can make estate tax planning relevant even if you do not consider yourself […]
