Video: Estate Planning Services

Many people devote more time to planning a vacation than they do planning their estate. Without estate planning you are only making things harder for those that you love.

https://www.youtube.com/watch?v=Zg4BPVN9OZg

Strategic Estate Planning Services

https://www.youtube.com/watch?v=Zg4BPVN9OZg

It seems like many people devote more time to planning a vacation, what car to buy or even where to eat dinner than they do deciding who will inherit their assets after they're gone. Sure, estate planning isn’t as...

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Bankrate Article: 401(k) rollover options: Here’s what to do if you lose or change your job

llions of Americans will need to decide what to do with their 401(k), as workers face a coronavirus-driven recession in which top economists expect a long-lasting double-digit unemployment rate to persist. If you’re suddenly unemployed, worrying about your distant financial future may seem unimportant when you have immediate pressing needs now. Still, the...

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Grandmother and grandfather holding their grandson.

The Benefit of Whole Family Estate Planning

Sometimes, the term “estate planning” can bring up ideas of cold, hard numbers. The idea of estate planning might seem like something reserved for people with large estates, or significant financial resources. In reality, estate planning is an important task for all Massachusetts residents. People of all income levels and all...

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