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 decisions that you make […]

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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 family structures benefit from […]

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Father helping his daughter put on mask during COVID-19 pandemic.

How to Protect Your Children During the COVID-19 Pandemic

While states, including Massachusetts, have been slowly re-opening, coronavirus (COVID-19) is still a serious problem. Policymakers and scientists are still unsure whether we will see a spike in COVID-19 cases, or a second wave, as more states begin loosening restrictions on stay-at-home orders. This pandemic has spurred many Massachusetts parents to consider whether they’ve planned […]

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Newlyweds and New Estate Plans!

Did you know that the month of June is the most popular month to wed?  We wish our “Congratulations” to all the new bride and grooms who may have tied the knot recently!  While many couple may be registered for china sets, one present that is truly indispensable is estate planning.  A newly minted “Mr. […]

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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 save your children […]

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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 afraid he will […]

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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 people who labeled themselves too young […]

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