Wills, Trusts, & Estate Planning
Blended Families & Divorce: Your Estate Planning FAQ
Families & Divorce: Your Estate Planning FAQ 1) Why is estate planning so important for blended families? A// Because without it,...
Wills, Trusts, & Estate Planning
Families & Divorce: Your Estate Planning FAQ 1) Why is estate planning so important for blended families? A// Because without it,...
General Wills, Trusts, & Estate Planning
Can’t you just write your own Will, in a notebook or on a slip of paper? What about on a...
Elder Law & Long-Term Care Planning MassHealth Long-Term Care Applications & Renewals Wealth Preservation Planning Wills, Trusts, & Estate Planning
The answer is an emphatic NO. This is one of the BIGGEST MISTAKES that people make. A transfer of your home...
Wealth Preservation Planning Wills, Trusts, & Estate Planning
I think everyone in America will agree that the divorce process is not fun. Even when people are in such...
General Wealth Preservation Planning Wills, Trusts, & Estate Planning
What is a GRAT? A GRAT is an irrevocable trust where the trust creator (called the “grantor”) transfers assets to...
Elder Law & Long-Term Care Planning Wills, Trusts, & Estate Planning
One of the most common conversations I have with clients is centered on choosing a trustee for their Trust. If...
General Wills, Trusts, & Estate Planning
What About My Fur Babies? When people think of estate planning, they often think of things like making sure their...
Elder Law & Long-Term Care Planning Strategic Planning Session Wealth Preservation Planning Wills, Trusts, & Estate Planning
What is Cryptocurrency or Digital Currency? Lots of people ask us “What the heck is cryptocurrency anyway?” so let’s start...
General Wills, Trusts, & Estate Planning
As a general rule, we suggest that you review the plan yourself every year. We suggest you have a call...
Wills, Trusts, & Estate Planning
Many people call and ask us how to get started with their planning. Sometimes, the best advice I can give is...
You don’t need to have it all figured out. You just need a guide. Start with one step, and we’ll walk you through the rest.
Wills, trusts, & estate planning
special needs planning
MassHealth long-term care applications & renewals
elder law & long-term care planning
probate & estates