Important COVID-19 Update: We offer consultations via phone, video, or in-person. Here’s information about our process during this time.
You’ve worked hard for your money, so it’s likely you want to leave as many assets as you can to your heirs. If you’re a
You may want to plan ahead for MassHealth eligibility. It’s estimated that 70% of people over the age of 65 will require some type of
When a loved one dies or goes into a nursing home, there’s often a home that remains filled with items collected during their lifetime. US
You’ve named beneficiaries to accounts many times already, when you opened an IRA, bought an insurance annuity, a life insurance policy, started an investment account,
A Massachusetts trust is a legal document that can hold legal title to your assets. Think of it like a box where you can hold
A charitable lead trust is usually implemented after other estate planning basics are done, such as your will, revocable trust, powers of attorney and health
There is so much going on in the world that we can’t control, but there’s one important matter that’s within our control—the ability to protect
A beneficiary is a person, charity, or other organization that receives money or property because someone specifically named them in their will or trust. The
Everybody wants to protect the assets they have. After all, we’ve all worked very hard for them. As a high-net-worth individual, if you don’t protect
Gift card scams are happening more often than ever, according to Forbes’ article, “Gift Card Scams Spiked In 2021. Here’s How To Avoid Getting Duped.”
400 Trade Center Dr., Suite 7810
Woburn, MA 01801
Monday – Friday: 9am-5pm
Saturday/Sunday: CLOSED
