“What do you want your legacy to your community and your children to be after you’re gone?”
By Carrie Friedman, Guest Writer
The last time I saw my father in person, which may be the last time I ever sit across from him, I spoon-fed him...
Do Your Kids Know Your Plans? Talk to Them
Most families never talk about what one’s wishes may be when they become incapacitated or when they die. After all, no one likes to talk about their own mortality, especially with their children, even if they are adults themselves. However, an open dialogue would be the best thing for everyone. It will...
I love my son-in-law but…
Parents often have questions about what happens in many situations that involve a child’s spouse. What happens if my daughter dies before me, does her share go to her husband? What happens if my daughter gets divorced, can her husband take her inheritance? Truthfully, we really don’t like our son-in-law. We are...
Forbes Article: 4 Estate Planning Myths That Refuse To Die
Ron Carson, Contributor, Personal Finance
Estate planning remains one of the most misunderstood areas of planning. Over the years, I’ve met with people who “only needed a financial plan, not an estate plan” or “didn’t need a financial plan, just some help with estate planning.” I’ve also met with...
AARP Article: 9 Money Moves to Keep Your Retirement Afloat During the Pandemic Financial Storm
It's time to batten down the hatches to protect your money
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by Karen Cheney, AARP
En español | You don't need a Ph.D. to know the economy has hit some seriously stormy conditions. You've watched the value of your nest egg bounce wildly, and you've...
Above the Law Article: Nesting During COVID-19: Clean Your Closets And Do Your Estate Planning
Write and execute your last wills and testaments, powers of attorney, and health care proxies.
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By CORI A. ROBINSON
COVID-19 and the resulting social distancing and self-quarantining have caused health, child, and financial issues prompting palpable anxiety, fear, and concern. It has also brought nuclear families...
Forbes Article: An Estate Plan For Every Stage Of Life
Rianka DorsainvilContributorPersonal Finance
There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that estate planning is only a concern for retirees or those over age 55. Unfortunately, these misunderstandings can...
A New Strategy to Help if One Spouse Needs Long Term Care
Written by Attorney Daniel M. Surprenant, Esq., CELA
Good News! Our office has recently, successfully, implemented a strategy to help a family keep more income while one of the spouses needed long term care paid for by Medicaid (a.k.a. MassHealth)! We thought we’d take a moment to write about...
Checklist for Preparing a Will
The following checklist will help you prepare the necessary documentation and information to draft a will. Many people think they don't own anything of value, which usually is not true. Value comes in may forms other than cash or investment assets. This checklist will help you to take inventory of what...
5 Estate Planning Tips for Solo Seniors
Nearly 7 million older adults live alone, according to a recent federal study. Half of all women over the age of 75 live by themselves. A large percentage of seniors who are living alone have no living siblings or children. Seniors who are alone without any family members to provide them...