Estate Planning
Estate Planning: Roth IRA vs. Traditional IRA
IRAs and Roth IRAs are both estate planning tools to consider. Find out more about these options.
February 16, 2022
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IRAs and Roth IRAs are both estate planning tools to consider. Find out more about these options.
Social Security is a program run by the federal government. The program works by using taxes paid into a trust fund to provide benefits to
A 2019 survey by Global Atlantic Financial Group, which sells annuities, asked more than 4,000 Americans, pre-retirees and retirees, about their retirement savings. Of those surveyed, 55% said they had regrets. The top three were that they: Did not save enough. Relied too much on Social Security. Did not pay down debt before retiring. However,…
The new, buzzy Netflix documentary on the late, beloved, iconic public broadcasting TV host, painter Bob Ross—“Bob Ross: Happy Accidents, Betrayal and Greed”—documents how the artist’s son, Steve, now 55, was allegedly robbed of his late father’s inheritance by the artist’s business partners.
A last will and testament is how an executor is named to manage your estate, how a guardian is named to care for any minor
Pets are often an integral part of our families. A recent article in Fifty Plus Advocate “Estate planning for pets ensures your wishes are honored”
The County 17 recent article entitled “Even ‘Singles’ Need Estate Plans” says if you die intestate (i.e., without a last will and testament), your assets
There are many different kinds of trusts in Massachusetts, and each type has its own advantages. One thing is clear – it’s better to have
A durable power of attorney is frequently signed by aging parents in Massachusetts. However, sometimes people can misunderstand exactly what that entails, especially when it
The desire to stay in your own home as you get older is called “aging in place.” Nearly 90 percent of people over age 65
