With Veterans Day approaching, we take a moment to honor the courageous men and women who served our country with steadfast dedication. Your service showed a deep commitment to safeguarding our nation’s future—now, let’s focus on securing your family’s future. Read more.
Read MoreShelley Duvall, beloved for her iconic portrayal of Wendy Torrance in The Shining, has recently passed away at the age of 75. While her work will remain a timeless part of cinema history, her passing also brings to light some essential estate planning takeaways that we can all benefit from. Learn more about how her story can inform our approach to planning for the future. Read more.
Read MoreOctober 21-27 marks National Estate Planning Awareness Week—a perfect time to bring clarity to this often overlooked and misunderstood subject. Let’s dive in and explore why estate planning is essential for securing your future and protecting what matters most. Read more.
Read MoreHave you ever thought about planning for your future or assisted someone else with theirs? If so, you've likely come across the term "power of attorney." But do you truly understand what it means and how it functions? Find out more.
Read MoreMany people assume that 'estate planning' just means creating a will or trust, but that's a common misunderstanding. Estate planning isn't just about paperwork—it's more like crafting the perfect lasagna recipe, with layers of thoughtful preparation. Learn more.
Read MoreThe appeal of DIY estate planning with AI is tempting, especially if you believe your situation is simple. But here’s the reality: estate planning isn’t just about filling out forms, and it’s often more complex than it seems. Read more.
Read MoreSome financial advisors and accountants might insist that an estate plan isn't necessary, suggesting that naming beneficiaries on your accounts will suffice. But what they might not mention are the hidden risks that could threaten your family’s financial security. Learn more.
Read MoreIn the third part of our four-part celebrity series, we tackle a topic that often feels more daunting than death itself: incapacity. Discover the valuable lessons Jay Leno and his family offer about the necessity of being prepared for any eventuality. Read more.
Read MoreFor some reason, we can’t resist a juicy celebrity story. Over the next few weeks, we’ll delve into the lives of four celebrities and examine how they planned for the inevitable—or failed to! This week, we're shining the spotlight on the King of Pop, Michael Jackson. Read more.
Read MoreAs you revel in the Fourth of July festivities, honoring freedom, independence, and the pursuit of happiness, take a moment to embrace the ultimate American liberty: the right to manage your own affairs, even beyond life or in times of incapacity. Read more.
Read MoreJune is Men’s Health Month, a time dedicated to highlighting health issues that primarily affect men and promoting the early detection and treatment of diseases in men and boys. This month, gentlemen, it’s all about you. Read more.
Read MoreGive your mother a gift that truly lasts this Mother's Day: the reassurance and empowerment provided by well-crafted estate planning. Estate planning allows you to safeguard your well-being, your children's future, and your financial security, ensuring you're ready for whatever comes your way. It's the best gift a mom can receive. Learn more.
Read MoreAs your parents enter their later years, securing their comfort and tranquility—as well as your own—becomes increasingly important. To guarantee your parents have access to the support they require, it's critical they have these three essential documents prepared and accessible. Discover more.
Read MoreThis week, we delve into how hourly billing and flat fee billing by attorneys differ, and the impact these billing structures can have on the legal services you receive. Continue reading to learn more…
Read MoreIn this article, we delve into the significance of estate planning for those diagnosed with dementia. It's a vital step in safeguarding the preferences and legal rights of your loved one. Continue reading to learn more.
Read MoreThis week we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. Read more…
Read MoreThe fall season marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, there are several steps you can take to ensure their well-being during the colder days ahead. Read more…
Read MoreMassachusetts embraces a significant tax overhaul, led by Governor Maura Healey, increasing the estate tax threshold from $1M to $2M starting in 2023. This shift not only offers relief for many but aligns the state with evolving federal tax standards. Read more…
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