by Amanda Singleton
The coronavirus pandemic has many people deeply concerned about their health and wondering what will happen to their loved ones if they contract the virus. For so many, the eventuality of death seems...
By: Christine Fletcher, Contributor
The reality of COVID-19 has forced many individuals to address the “what if” scenarios that were previously unthinkable, or at least the situations that no one ever wants to talk about or deal with.
Most of us have fortunately never dealt with...
By: Howard Gold
t’s best to wait until you’re 70 to start taking Social Security retirement benefits — even if it means tapping into your retirement assets at the bottom of a bear market. Why? Because the guaranteed, risk-free 8% annual Social Security benefit increase...
Whenever a Massachusetts resident passes away with over $1 million in assets, the state will impose an estate tax. The estate tax is progressive, and the highest estate tax rate is 16 percent. If you’re a resident of the Bay State and you’re interested in passing on as much of...
Most Americans do not have a Last Will & Testament or any type of estate planning document in place. The coronavirus pandemic has inspired many Southeastern Massachusetts residents to get their estate planning affairs in order. Whether you are finalizing your will, trust, health care proxy, advance health care directive,...
More Americans than ever have started downsizing their homes as well as their possessions. In many cases, Millennials and those in Generation Z are not as interested in owning a large amount of stuff as Baby Boomers for a variety of reasons, including the challenge of purchasing a starter home and a...
As of the end of July, more than 150,000 people have died from the coronavirus in the United States. Over 4.4 million people have been diagnosed with the coronavirus. Most people who contract the coronavirus recover from the virus without any lasting side effects. Unfortunately, coronavirus can also cause perilous symptoms....
Yes, it might seem crazy to start thinking about a possible future when you're infirmed and need long-term health care if you're only in your 50s. You're young, or relatively young, and healthy. But that's the point: You...
Don’t let the phrase “estate planning” mislead you. Estate planning is not reserved exclusively for the wealthy who own estates. Making a plan to protect your loved ones, as well as considering who should inherit what upon one’s passing, is a responsible move for everyone involved, and it’s never too soon to...
Alice and Mark drove John out to Worcester and dropped him off at his dorm. The college was about two hours from their home on Cape Cod. Once he was moved in, Alice gave him a tearful goodbye. Things seemed to be going well that first semester of college. They talked and...
