Times have changed and so has the idea of what a traditional family looks like. Due to economic or practical circumstances, more households have become multi-generational homes with grandparents, parents and children all living under one roof, according to a Pew Research Center analysis of census data. The dynamic of a multi-generational...
Benefits of a Virtual Estate Planning Consultation
As awful as the coronavirus pandemic is, we should all be grateful that it has hit at a time in history when we have the technology to help us cope. First and foremost, medical science has advanced to the point that vaccines to protect us from catastrophe have been developed at an...
MarketWatch Article: How to talk about estate planning with your family this holiday season without starting a fight
By: Nora Garvey
Taking the emotions out of death and financesAs families gather for the holidays, talking about long-term financial security and trusts may not be top of mind. Death and finances are often two of the most uncomfortable topics for families to talk...
NY Times Article: With Adult Children Home, Now’s the Time: Talk About Your Money
By John F. Wasik
Riding out the pandemic with family presents the perfect chance to lay it all out: priorities, account balances, end-of-life directives.
For far too many families, financial planning is akin to scheduling dental surgery. The prospect of pain and discomfort prompts many to...
Forbes Article: 3 Estate Planning Documents Every College Student Needs
Witten by: Catherine Schnaubelt
If you have a college-aged child, estate planning is probably the last thing on your mind. However, estate planning isn’t just for the wealthy and aging. It also includes provisions for while you’re still alive, and everyone can benefit from having a plan in place...
Kiplinger Article: Estate Planning Is More Important Than You Think
Estate planning ensures financial security for your loved ones if something should happen to you by protecting your hard-earned assets – such as your home, investments, retirement accounts and life insurance.
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by: Carlos Dias Jr., Wealth Adviser
An estate plan is a necessary tool that allows...
The Right Time to Talk to an Estate Lawyer is Now
Article as it appeared in CapeCod.com
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“Life happens.” It’s such a common saying because it’s true – life does happen. Children are born, people marry, many go off to college, some couples divorce, some come into money or property, others have a health issue occur and so on....
Will a Simple Last Will and Testament meet your needs?
By Attorney Daniel M. Surprenant, Esq., CELA
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Many people think that all they need is a simple Last Will and Testament (Will). They also think that a Will directs all of their assets and...
The Importance of Health Care Documents
Like so many of you, I am doing my part to protect the health of our vulnerable community members and frontline workers during the COVID-19 pandemic by socially distancing. To stay in touch (and sane!), I have been connecting frequently with friends and family by telephone and videoconference. In these interactions, I...
Four Reasons Estate Planning Is So Important
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 fun to think about as booking a trip or checking out restaurant reviews....