Strategic Planning Session Wealth Preservation Planning Wills, Trusts, & Estate Planning
6 Reasons You’re Putting Off Writing a Will and how to Stop!
Recently, Kelly James wrote an article explaining why people put off writing their Will. Attorney Michael Monteforte was interviewed for...
A Very Festive Podcast!
In this special webinar and podcast, Attorney Michael Monteforte sits down with Nicole’s 5-year-old daughter, Leah, to discuss the upcoming holidays. One thing...
General Wills, Trusts, & Estate Planning
Attorney Michael Monteforte was on The Attorney Post!
Attorney Michael Monteforte was a guest speaker on The Attorney Post! The Attorney Post is a resource for connecting attorneys...
Strategic Planning Session Wealth Preservation Planning Wills, Trusts, & Estate Planning
Can you DIY your Estate Plan?
Can you DIY your Estate Plan? These past few years have been hard on all of us. With the coronavirus...
MassHealth Long-Term Care Applications & Renewals Wills, Trusts, & Estate Planning
Case Study: How low will MassHealth go to disqualify you?
Here’s a hint: It’s lower than you can even imagine. If there’s a moral to this story, I’ll save you...
Wills, Trusts, & Estate Planning
Dear Mom and Dad: Are Your Finances Ready for Retirement?
Cameron Huddleston was 30 years old when she first suggested that her mother looks into getting a long-term care insurance...
General Strategic Planning Session Wills, Trusts, & Estate Planning
COVID-19 Emergency Package!
COVID-19 has brought on so many uncertainties. Don’t let your estate plan and your future be uncertain too. This package includes...
General Wills, Trusts, & Estate Planning
Heir vs. Beneficiary: What Sets Them Apart?
Heir vs. Beneficiary: What Sets Them Apart? If you’ve ever found yourself tangled up in the complexities of estate planning,...
Wills, Trusts, & Estate Planning
Estate Planning: Where Do I Start?
Estate planning is one of the most important steps you can take to protect your family and your future. But...