So you received a tax refund this year—congratulations! You might be thinking of splurging on a vacation or saving it for an unforeseen expense, but there's an even smarter option for utilizing that refund: estate planning. Here's why it's a wise choice. Continue reading to learn more.
Read MoreWhether due to a breakup, divorce, or the passing of a significant other, all relationships inevitably reach a conclusion. The extent to which you've prepared for such an eventuality can significantly affect you, your partner, and your assets. Discover 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 progress our conversation on estate planning for a family member with dementia, emphasizing the need for increasingly proactive and strategic planning to prevent future disputes regarding your loved one's wishes. 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 MoreLosing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. In this blog, we explore practical and heartfelt ways to hold space for your loved ones who are mourning. Read 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…
Read MoreLast week we started to explore the key estate planning components every newlywed couple needs to protect their rights, wishes, and plans now and in the future. This week, we’re continuing the conversation with three more estate planning must-do’s for newlyweds. Read more…
Read MoreWith all the joy and happiness a new marriage brings, planning for your potential incapacity and future death may feel out of place, but creating your estate plan as part of your post-nuptial to-do list is the greatest gift you can give your new spouse. Read more…
Read MoreConsidering group legal insurance as a cost-saving option for your estate planning needs? It may seem like a good deal at first glance, but is it truly effective? Will a plan crafted through legal insurance actually stand strong and serve your family when it’s needed most? Read more…
Read MoreAs summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children. Read more…
Read MoreLast week, we started to explore 10 life changes that might affect your estate plan. This week, we’re coving five more life events that mean it’s time to review your plan. Read more…
Read MoreCommon life events can drastically affect your estate plan and even cause your plan not to work in the way you intended. If any of these events have happened in your life, it’s time to review your plan. Read more…
Read MoreJuly is National Family Reunion Month. If you’re getting together with family this month, it’s also a perfect time to talk to your loved ones about estate planning and the legacy you want to leave behind for the next generation. Read to learn practical tips and strategies for talking about it at your family reunion.
Read MoreDid you forget any of these critical financial steps when you created a Trust? Be sure to read this week’s blog to learn why proper funding of your Trust is essential to making it work! Read more.
Read MoreVacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it's essential to ensure that your legal affairs are in order. Read more…
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