Podcasts & Webinars Wills, Trusts, & Estate Planning
Learn About Different Kinds of Trusts!
When: Pre-recorded Event – Watch anytime! Why: To inform people about different kinds of Trusts and how they work. Some people may...
Podcasts & Webinars Wills, Trusts, & Estate Planning
When: Pre-recorded Event – Watch anytime! Why: To inform people about different kinds of Trusts and how they work. Some people may...
General Wills, Trusts, & Estate Planning
Have you ever heard the phrase “If you can’t beat ‘em, join ‘em”? Well, there seems to be a lot...
Wills, Trusts, & Estate Planning
The Impact of Choosing the 20/20 Hindsight Trust In the complex world of estate planning, the choices made by individuals...
Wills, Trusts, & Estate Planning
Paying for College: How Grandparents Can Help Through a Retirement Protection Trust™ College tuition has skyrocketed in recent decades, leaving...
Wills, Trusts, & Estate Planning
The Estate Planning Secret Other Attorneys Won’t Tell You Most estate planning attorneys all sound the same. They throw around...
Wills, Trusts, & Estate Planning
Recently Attorney Michael Monteforte came across an article by Kelly James that spoke to him. So much so that he actually...
General Wealth Preservation Planning Wills, Trusts, & Estate Planning
First, What is Crypto? Cryptocurrencies like Bitcoin and Ethereum are a new way to invest your money. In the simplest...
Wills, Trusts, & Estate Planning
If you become incapacitated, who will make your medical decisions? A health care proxy allows you to appoint someone else...
Wills, Trusts, & Estate Planning
Trust protectors – long popular in offshore trusts set up by high rollers – are growing more common in trusts...
Wills, Trusts, & Estate Planning
If you have already prepared a will, then you are ahead of the game. But, how long ago was this...
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