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Many older adults are concerned about protecting their assets from the cost of long-term care that they might potentially need in the future. Sometimes they
Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.
Many of our parents completed their estate plans decades ago. The documents may still be valid. However, if they are stale or outdated, you may spend significant money trying to use them down the road.
People with high net worth should take steps to protect their assets during their lifetime and make arrangements for what happens to their wealth after
400 Trade Center Dr., Suite 7810
Woburn, MA 01801
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Saturday/Sunday: CLOSED
