As 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…
Read MoreTo make sure your child is always cared for by the people you love and never taken into the care of strangers, even for a minute, it’s crucial to have a full Kids Protection Plan®. 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 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 MoreCookie-cutter plans just don’t cut it for LGBTQIA+ families. This week, we’re exploring two more reasons why it’s essential for LGBTQ+ families to have custom estate planning. Read more…
Read MoreWhile the legalization of same-gender marriage and increased recognition of LGBTQ+ families has made LGBTQ+ rights more visible than ever before, there is still a large gap in estate planning for LGBTQ+ individuals that could leave your loved ones with a big mess. Read more…
Read MoreMay is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. While no one can predict how many more years we’ll have with our elderly loved ones, there is an easy way to capture their stories, wisdom, and love for future generations. Read more …
Read MoreIf you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. At this year’s Berkshire Hathaway annual shareholder meeting, Buffett shared several pieces of financial advice but also provided insights on the importance of personal growth and estate planning when seeking to grow wealth. While many of us may feel overwhelmed by the thought of estate planning or building our wealth, Buffett's advice reminds us of two key but simple steps we can take to create financial and generational wealth.
Read MoreWhen you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will. But although they are a key part of your estate plan, relying on only a Will leaves huge gaps in your estate and actually guarantees that your family will need to go to court when you die. Read more …
Read MoreIf you have a blended family, estate planning is critical if you want your loved ones to avoid court and conflict in the event you die or become incapacitated. But planning for your blended family is also a great opportunity to strengthen your family bond through open conversations about your wishes and goals for your family and the love you have for them. Read more here …
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