Dedicated to Providing Clarity: Estate Planning Specialist
Taking the first step towards peace of mind should be easy. Brooke Shanahan serves as a Client Support 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
Across Massachusetts, more families are choosing to live together under one roof. Whether it’s adult children moving in with aging parents, grandparents helping raise grandchildren, or multiple generations pooling resources, […]
Selling a home is a significant financial event, especially when you’re receiving Medicaid benefits. One question we often hear is whether selling a house could affect Medicaid eligibility. In Massachusetts, […]
Many parents want to help their children when it matters most, not just after they’re gone. Whether it’s helping with a first home, college tuition, or starting a business, the […]
