Category Archives: Investments

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3 Ways to Change Your Estate Plan

Most estate planning documents can [...]

5 Common Mistakes When Updating Estate Plans

Estate plans should be reviewed [...]

3 Important Decisions for a Power of Attorney

There are several decisions to [...]

Purpose of a Power of Attorney in MA Estate Plans

A power of attorney is [...]

3 Reasons to Create Special Trusts

Trusts are one of the [...]

Tax Implications of Inherited 401(k) Accounts

Tax laws for retirement accounts [...]

401(k) Beneficiary Rules Based on Marital Status

401(k) accounts are among the [...]

Why Term Life Insurance May Be the Best Solution

There are many different life [...]

Best Ways to Incorporate Life Insurance into Estate Plans

Incorporating life insurance into an [...]

Coordinating Estate Plans of Divorced Couples

Coordinating Estate Plans of Divorced Parents

When couples divorce, they each [...]

Estate Planning for Divorced Parents in Massachusetts

Divorce is an important life [...]

4 Things Single Adults Should Have in Their Estate Plan

The urgency to complete estate [...]

Tips on Estate Planning for Single Adults

Estate planning discussions are often [...]

What to Look For in an Estate Planning Attorney

There are an abundance of [...]

Reasons to Hire an Estate Planning Attorney

Estate planning can be very [...]

Estate Settlement Information Gathering Checklist

A decedent’s estate must go [...]

Estate Settlement Process Steps

The estate settlement process by [...]

Emergency Request for Temporary Guardianship of an Incapacitated Person

With the Coronavirus pandemic spreading, [...]

Guardianship of an Incapacitated Adult in Massachusetts

If an adult becomes incapacitated [...]

5 Things That Make Your Estate Plan Unique

Your life is unique, as [...]

Coronavirus Impact on Retirement Planning

Coronavirus has impacted the economy [...]

Estate Planning Considerations for the 2020 Stimulus Package

As you’ve probably heard, the [...]

5 Qualities of a Good Personal Representative in Massachusetts

Selecting a Personal Representative (formerly [...]

Responsibilities of a Personal Representative of an Estate in Massachusetts

Executors, now known as Personal [...]

Common Mistakes Made in DIY Estate Plans

Mistakes are always more likely [...]

Dangers of DIY Estate Plans

With so much information available [...]

Tax Implications of Real Estate Gifting Strategies

If you’re debating whether to [...]

Tax and Trust Law Changes for 2020

Every year brings with it [...]

5 Things That Need Special Handling in Estate Planning

Some types of assets require [...]

Estate Planning Questions for 2020

Happy New Year! As you [...]

Year-End Estate Planning Tasks

The holidays and end-of-year are [...]

Estate Planning During the Holidays

With so many activities during [...]

What Happens When a Beneficiary of a Family Trust Gets Divorced

Family trusts are often designed [...]

Tips on Choosing Guardians for Your Children

Choosing guardians is one of [...]

Characteristics of a Good Guardian for Your Children

There are many different ways [...]

Using a 1031 Exchange to Defer Capital Gains Taxes

1031 exchanges offer tax savings [...]

5 Ways to Reduce or Eliminate Capital Gains Taxes on Investment Properties

Investment properties are a great [...]

Use a Lawyer for Medicaid Planning

Many seniors and their families [...]

Prenups as an Estate Planning Tool

As more and more people [...]

Prevent Mistaken Medicare Denials

Have you or a loved [...]

Medicaid Assessment and Application Process® - Step 6 results

Is it legal to put a camera in a nursing home room?

Technological advances have made it [...]

Should You Leave Siblings Unequal Shares of Your Estate?

When you’re reviewing your estate [...]

Updating Estate Planning Documents at Divorce

The story of a divorcing [...]

Avoiding Medicaid Penalty Period for a House Transfer

Under the laws of most [...]

Benefits of Mediation in Estate Planning

A recent case in Illinois [...]

Guidance on Grandparent Gifting

Grandparents are regularly generous with [...]

Importance of Passwords In Estate Planning

So much is online these [...]

Types of Long Term Care

As people live longer and [...]

5 Ways to Pay for Long Term Care

Long term care is one [...]

Tips on Organizing Non-legal Aspects of Your Estate

When we think of estate [...]

Tax Considerations When Selling a Home in Massachusetts

The increasing real estate prices [...]

Taxes on Selling Primary Residences Converted to Investment Properties

In our previous blog post, [...]

Plan to Protect Kids with Special Needs

Raising a child with special [...]

Land Trusts Provide Anonymity, Avoid Probate

A land trust is a [...]

Finding Someone’s Date of Death

Imagine your grandfather left a [...]

Increase in nursing home closures across U.S.

Choosing nursing home care can [...]

Guns & Dementia: Dealing with a Loved One’s Firearms

Having a loved one with [...]

Maximizing Social Security Survivor’s Benefits

Social Security survivor’s benefits provide [...]

Getting Paid as a Family Caregiver through Medicaid

Caring for an ailing family [...]

Estate Valuation Approaches

The value of an estate [...]

Understanding Medicare’s Hospice Benefit

Medicare’s hospice benefit covers any [...]

Estate planning Considerations for Late-in-life Parents

It is becoming more common [...]

5 Ways to Increase the Value of Your Estate

If you are preparing an [...]

5 Reasons to Use a Financial Advisor

[...]

Things to Do After the Death of a Spouse

[...]

What to Do With Life Insurance Proceeds After a Spouse Dies

[...]

Estate Planning for Family-Owned Businesses in Massachusetts

[...]

4 Ways to Transfer Family-Owned Businesses in Massachusetts

[...]

Massachusetts Estate Planning for Assisted Living and Long-term Care

[...]

Key Considerations for Elder Estate Planning in Massachusetts

[...]

Reasons Not to Designate Children as Life Insurance Beneficiaries

[...]

Estate Planning Decisions for Parents | MA Estate Planning

[...]

Life Insurance Retirement Plan Pros and Cons

[...]

Retirement Planning with Index Universal Life Insurance

[...]

Protect Assets, Retain Access with Spousal Lifetime Access Trust

[...]

Preventing a Will Contest

[...]

5 Reasons Young Adults Need Estate Planning

[...]

Estate Planning Critical for Non-traditional Couples

[...]

Massachusetts Opportunity Zones Offer Tax Breaks

[...]

Protecting Yourself from Identity Theft

[...]

3 Ways to Safeguard Adult Children

[...]

5 Reasons to Freeze Your Credit

[...]

When can you delay taking Medicare?

[...]

It’s Now Harder for Veterans to Qualify for Long-term Care Benefits

[...]

New Brokerage Account Safeguards Aim to Protect Seniors

[...]

The New Tax Law Means It’s Time to Review Your Estate Plan

[...]

Protecting Yourself from Social Security Identity Theft

[...]

Working While Collecting Social Security

[...]

Tips on Gifting Money to Grandchildren

[...]

How to Avoid Generation Skipping Transfer Taxes

[...]

Elder Living Options for Families to Consider

[...]

Using ABLE Accounts in Estate Planning for Disabled Dependents

[...]

3 Things to Know Before Gifting a House to Your Kids

[...]

How To Divide Assets Fairly Among Children

[...]

Debts You May Be Leaving Behind

[...]

What Happens When There Is No Succession Plan

[...]

Why Succession Planning Is Important for Small Business Owners

[...]

Maintaining Privacy in Massachusetts Estate Plans

[...]

Unusual Assets To Include In Massachusetts Estate Plans

[...]

Update Estate Plans When Moving to a New State

[...]

Estate Planning for Real Estate Assets

[...]

Should You Deed Your House to Your Kids While You Are Still Living?

[...]

Wills versus Trusts for Massachusetts Estate Planning

[...]

Creating a Will in Massachusetts

[...]

Irrevocable Trusts for Estate Planning in Massachusetts

[...]

Detecting and Avoiding Email Scams

[...]

Tips on Protecting Yourself from Phone Scams

[...]

Retirement Tips for Women

[...]

3 Things Commonly Forgotten in Massachusetts Estate Plans

[...]

Finding Estate Planning Documents for Deceased Family Members

[...]

Make an Estate Plan for Digital Assets

[...]

Difference Between Medicare, Medicaid and MassHealth

[...]

Massachusetts Medicaid Qualification Criteria & Medicaid Planning Tips

[...]

Money Saving Tips and Retirement Planning

[...]

5 Retirement Planning Tips for MA Seniors

[...]

Capital Gains Tax When Selling a Home in Massachusetts

[...]

Massachusetts Elder Law Services from Simmons & Schiavo

[...]

2018 Tax Reform Impact on Seniors in Massachusetts

[...]

Financial Planning Changes Based on 2018 Tax Law

[...]

Student Loan Debt and Estate Planning in Massachusetts

[...]

5 Massachusetts Estate Planning Mistakes to Avoid

[...]

Changing a Special Needs Trustee

[...]

Revising Your Estate Plan After a Divorce in Massachusetts

[...]

There Is Not Time to Do It Later

[...]

Proposed Regulations Curtailing Valuation Discounts Withdrawn

[...]

Everyone Can Get a Trust

[...]

3 Ways to Leave Assets to Adult Beneficiaries

[...]

Types of Life Insurance Policies – Which Is Best for You?

[...]

Pre-Litigation Claims Can Be Effective in Estate Tax Disputes

[...]

Life Insurance and Estate Planning in Massachusetts

[...]

Communicate with Your Kids Before Leaving Unequal Assets

[...]

4 Things to Include In Your Estate Plan if You Have Children

[...]

How to Leave Your Home to the Kids

[...]

Massachusetts Durable Power of Attorney and Estate Planning

[...]

2018 Changes that Impact Massachusetts Estate Planning

[...]

Estate Planning Is For Everyone

[...]

3 Ways to Avoid Estate Taxes in Massachusetts

[...]

Surviving Spouse Liability for Mortgage Debt in Massachusetts

[...]

Massachusetts Revocable Living Trusts

[...]

MA Estate Planning for Children with Special Needs

[...]

Hidden Benefit to Physician-Assisted Death Law

[...]

Spousal Election

[...]

Estate Planning Mistakes

[...]

Even without an Estate Tax, Trusts are Beneficial

[...]

Estate Planning With Few Assets

[...]

Preparing for Alzheimer’s

[...]

Before You Have a Baby

[...]

Why You Should Fund a Trust

[...]

Adapting Your Home for the Elderly

[...]

Three Ways to Transfer Your Property at Death

[...]

Planning for Incapacity

[...]

Estate Planning is not just for the Rich

[...]

How to Avoid an Estate Planning Tragedy

[...]

How Societies Can Grow Old Better

[...]

Update Your Estate Plan

[...]

Estate Planning Is Important

[...]

Trusts Are Cheaper Than Wills

[...]

Traveling Overseas

[...]

Gray Divorces

Estate Planning, Elder Law [...]

Talk to Your Spouse about Your Estate Plan

[...]

Take Health Care off the Mainframe

[...]

Getting Married

[...]

Beneficiary Planning

[...]

Estate Planning and Retirement Planning

[...]

Elder Law Estate Planning

[...]

Options Are Important When Inheriting an IRA

[...]

Paying for Help at Home

[...]

An Executor Is Powerful, So Choose Wisely

[...]

What Your Child Needs before Heading to College

[...]

You Need a Power of Attorney

[...]

Parents of High School Graduates

If you are the parent [...]

Filing a Claim Against an Estate

[...]

Yes, Estate Planning Is for You

[...]

Can Alzheimer’s Disease Be Prevented?

[...]

Life Insurance Is Simple and Can Benefit Estate Plan

[...]

Train Your Heirs

[...]

Physician Assisted Suicide in California

[...]

Medicaid Facts

[...]

Fiduciary Rule Confusion

[...]

Do You Need a Trust?

[...]

Does the Senate Bill Cut Medicaid?

[...]

Major Social Security Raise Possible

[...]

ACA Repeal Vote Could Come Soon

[...]

How Much to Leave Your Children?

[...]

Medicare Penalty Waived for Some

[...]

Millennial Inheritance Expectations

[...]

Tax Credits for Organ Donation

[...]

Forgotten Estate Taxes

[...]

How to Blow a Big Inheritance

[...]

Protect Your Assets with Estate Planning

[...]

Retiring in Your Home

[...]

Alan Thicke Estate Battle

[...]

Take a Walk

[...]

A Happy Retirement Takes Planning

[...]

Your Debt and Your Demise

[...]

Review your estate plan when you move across state lines

[...]

Estate planning options for blended families

[...]

Wealthy People Torn

[...]

Donor Advised Funds

[...]

Estate Tax Uncertainty

[...]

Handling Death in the U.S.

[...]

How to change an irrevocable trust

[...]

Beware the pitfalls of naming a minor as your beneficiary

[...]

Do Not Put Your Will in the Bank

[...]

Just Living Together After 50

[...]

Treating Your Children Fairly

[...]

No Estate Tax Does not Mean no Estate Planning

[...]

Trump’s Tax Plan

[...]

John B’s Mistakes

[...]

Mary Kills People

[...]

Social Security Myths

[...]

Getting Upset Over Another’s Estate Plan

[...]

The Danger of Wills

[...]

Slayer Statute Limitations

[...]

Sued for Saving Patients

[...]

The Family Vacation Home

[...]

Avoiding probate

[...]

Family Wealth Does Not Always Last

[...]

The Beauty of Wills

[...]

Estate Planning Prevents Family Fights

[...]

The Trumps and Trusts

[...]

Finding the Right Nursing Home

[...]

Planning for a First Child

[...]

Great news!

[...]

A Good Time to Get an Estate Plan

[...]

Tennessee’s Cowan Rule

[...]

The Elderly Could Benefit From Autonomous Cars

[...]

Handling a Younger Boss

[...]

Offering Condolences

[...]

Millennials Also Need Estate Plans

[...]

A Common Estate Planning Myth

[...]

Assisted Living Facilities

[...]

Why We Procrastinate about Estate Planning

[...]

Hire the Right Attorney for Your Estate Plan

[...]

IRS Audits Target the Wealthy

[...]

How to pass on your home tax-free

[...]

You Need More Than Just a Will

[...]

Retirement accounts: Tips for taxpayers turning 70 ½

[...]

Spare Your Family

[...]

Reverse Mortgages are Better Than They Used to Be

[...]

Be Careful With I Love You Wills

[...]

Mistrial Declared in Age Discrimination Case

[...]

Why Families Fight

[...]

Does Your Plan Need a Check-Up?

[...]

New law allows individuals to create special needs trusts

[...]

Our “Selecting the Best Estate Planning Strategies Guide” has been updated…

[...]

Little Things can Be Costly

[...]

Gifting to Children Can Be Done Incorrectly

[...]

Funeral Rule Widely Ignored

[...]

Digital Assets: Why They Need to Be Part of Your Estate Plan

[...]

Signing an Inheritance Away. It Happens

[...]

Things that Caregivers Need to Do

[...]

Changing Residence and Your Estate Plan

[...]

Single? Estate planning is still essential

[...]

Have You Really Talked to Your Children About Your Finances?

[...]

Advice on Personal Items

[...]

What Is on People’s Minds When They Die?

[...]

Reasons to Change Your Estate Plan

[...]

Ask the Chinese If You Need a Will

[...]

George Michael’s Estate

[...]

Student Loan Debt Is an Elder Law Issue

[...]

Millennials Should Pay Attention to Elder Law

[...]

Suing Yourself on Behalf of an Estate

[...]

Robotic Pets for Alzheimer’s Patients

[...]

You Can Die From a Broken Heart

[...]

Another Aspect of the Estate Tax Debate: Income Inequality

[...]

Common Misconceptions about Living Trusts

[...]

Lesser Known Estate Planning Mistakes

[...]

Will Trump Kill the Estate Tax?

[...]

What is Estate Planning?

[...]

Be on the Lookout for Trust Scams

[...]

Family Estate Disputes Not Just about Money

[...]

Estate Tax Could Be Early Test for President Trump

[...]

Put Investments in Your Trust

[...]

Don’t wait until it’s too late to execute a power of attorney

[...]

Reviewing your revocable trust

[...]

Valuation discounts for transfers in family businesses at risk

[...]

Survivorship life insurance good for estate planning

[...]

Estate Planning Is Not as Hard as You Think

[...]

Many older estate plans have unnecessary trust

[...]

Estate Planning Tips for Blended Families

[...]

Avoid this new Medicare ‘trap’

[...]

Naming Your Trust the Beneficiary of Your IRA

[...]

5 Estate Planning Tips for Entrepreneurs

[...]

What the Trump Tax Proposals Mean for Retirees

[...]

The Best Reason to Get an Estate Plan

[...]

Why Homemade Wills Do Not Work

[...]

A Charitable Legacy Requires Planning

[...]

What Should you Look for in a Financial Advisor?

[...]

Don’t make these celebrities’ estate planning blunders

[...]

Elder Abuse Costs Rising

[...]

Financial Issues for Foreign Nationals Working in U.S

[...]

Remarrying? You should consider updating your estate plan

[...]

Preparing for the $30 trillion great wealth transfer

[...]

How to Minimize Estate Taxes with Charitable Donations

[...]

Why People Put off Estate Planning

[...]

4 Estate Planning Documents You Need Beyond A Will

[...]

Do You Want a Will or a Trust?

[...]

The Advantages of Making a List of Assets and Debts

Have you ever considered writing [...]

How to Make Sure Your Beneficiaries Don’t Waste Their Inheritance

You’ve spent years accumulating your [...]

7 Steps to Get an Estate Plan

Getting an estate plan often [...]

What is a Simple Will?

The term "simple will" is [...]

Are Your Assets “Liquid”?

When planning the estate of [...]

Don’t Make This Mistake If You’re An Executor

Estate executors have a right [...]

Should You Put Your Home in a Trust?

If you have decided to [...]

Should You Write A “Last Letter” With Your Will?

The Stanford Letter Project is [...]

Family Trust Could Prohibit Beneficiaries From Going to Court

People who set up trusts [...]

Avoid Capital Gains Tax When Selling Investment Property

Did you know that it [...]

Should You Leave Equal Inheritances to Your Children?

Parents who are considering leaving [...]

Long-Term Care Premiums Dip for Men, Rise for Women

On average, long-term care premiums [...]

How to Take Advantage of Low Interest Rates Before They Rise Any Further

Interest rates are now going [...]

Avoid this New Medicare ‘Trap’

When Judy Hanttula came home [...]

Post Death Termination Fees

Families and estate executors have [...]

Estate Planning Awareness Week

If you are one of [...]

Buried With Pets?

Believe it or not, New [...]

What Are the Different Types of Trusts?

Trusts come in all shapes [...]

Rise of the Super Rich

More and more Americans are [...]

Guardianship Abuse Leads to Calls for Reform

The growing problem of adult [...]

Why You May Need an Irrevocable Life Insurance Trust (ILIT)

Although life insurance proceeds may [...]

Estate Tax Discounts Likely to Change for Family-Owned Businesses

Family business owners may want [...]

Medicare Now Covers Conversations About End-of-Life Care

Did you know that 40 [...]

Over $1.1 Million Preserved by ‘Spendthrift Trust Provision’

Spendthrift trusts are commonly used [...]

8 Things You Need to Know if You’re an Agent Under a Power of Attorney

If someone has named you [...]

How to Save on Taxes with Charitable IRA Distributions

Congress has revived a law [...]

How Medicaid’s Look-Back Period Works

Medicaid’s look-back period can be [...]

Estate Planning May be Harder for Couples Without Children

You might think that estate [...]

Has Medicare Dropped Coverage of Your Drugs?

If you’re on a Medicare [...]

Four Big Mistakes Executors Make

Executors have a tough and [...]

Do You Need an Estate Planning Attorney?

There are several options for [...]

Librarian Leaves Millions to University

Every once in a while [...]

Is Social Security “going broke”?

You’ve probably heard the dire [...]

Do you have HIPAA Authorization for your College-Age Child?

As a parent you may [...]

Moving an elderly relative? Think about state taxes

Moving a loved one may [...]

WARNING: Be Careful with Inherited IRAs

Leaving someone an IRA as [...]

What You Need to Know About Estate Planning

Estate planning can be a [...]

The Basics of Trusts

When looking for estate planning [...]

Handling Your Inheritance

[...]

PODCASTS

13. The Ins & Outs of Social Security

12. Medicaid vs. Medicare – What’s the Difference

11. How to Sell Your Home

10. Tips on How to Buy a Pre-Owned Vehicle

8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs)

7. Preserving Wealth by Having Your Business Properly Insured

6. Estate Tax Minimization Using Life Insurance Trusts

5. Second Marriages and the Importance of Expressing Clear Intent in the Trust

4. Preserving your family’s story and legacy

3. The Great Balancing Act: Saving for College and Retirement

1. What is Probate?

2. Obtaining a Pre-approval to Buy a Home

BOOKS

The Estate Planning Guide: Discover Your Planning Opportunities

GET YOUR COPY

Selecting Your Trustee: Ensure You Have the Right People Serving in Your Plan

GET YOUR COPY

Asset Alignment and Your Estate Plan: Even the Best Estate Plan Can Fail

GET YOUR COPY

Legal Matters When a Loved One Dies: What to Do Upon a Loved One's Passing

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Call Us Directly:781-397-1700400 TradeCenter, Suite 4800, Woburn, MA 01801 (View Map)Directions & Parking

Learn More...

We look forward to speaking with you. Please click below to book a call with one of our team members.

More Resources...

BLOG

3 Ways to Change Your Estate Plan

5 Common Mistakes When Updating Estate Plans

3 Important Decisions for a Power of Attorney

Purpose of a Power of Attorney in MA Estate Plans

3 Reasons to Create Special Trusts

Tax Implications of Inherited 401(k) Accounts

401(k) Beneficiary Rules Based on Marital Status

Why Term Life Insurance May Be the Best Solution

Best Ways to Incorporate Life Insurance into Estate Plans

Coordinating Estate Plans of Divorced Parents

Estate Planning for Divorced Parents in Massachusetts

4 Things Single Adults Should Have in Their Estate Plan

Tips on Estate Planning for Single Adults

What to Look For in an Estate Planning Attorney

Reasons to Hire an Estate Planning Attorney

Estate Settlement Information Gathering Checklist

Estate Settlement Process Steps

Emergency Request for Temporary Guardianship of an Incapacitated Person

Guardianship of an Incapacitated Adult in Massachusetts

5 Things That Make Your Estate Plan Unique

Coronavirus Impact on Retirement Planning

Estate Planning Considerations for the 2020 Stimulus Package

5 Qualities of a Good Personal Representative in Massachusetts

Responsibilities of a Personal Representative of an Estate in Massachusetts

Common Mistakes Made in DIY Estate Plans

Dangers of DIY Estate Plans

Tax Implications of Real Estate Gifting Strategies

Tax and Trust Law Changes for 2020

5 Things That Need Special Handling in Estate Planning

Estate Planning Questions for 2020

Year-End Estate Planning Tasks

Estate Planning During the Holidays

What Happens When a Beneficiary of a Family Trust Gets Divorced

Tips on Choosing Guardians for Your Children

Characteristics of a Good Guardian for Your Children

Using a 1031 Exchange to Defer Capital Gains Taxes

5 Ways to Reduce or Eliminate Capital Gains Taxes on Investment Properties

Use a Lawyer for Medicaid Planning

Prenups as an Estate Planning Tool

Prevent Mistaken Medicare Denials

Is it legal to put a camera in a nursing home room?

Should You Leave Siblings Unequal Shares of Your Estate?

Updating Estate Planning Documents at Divorce

Avoiding Medicaid Penalty Period for a House Transfer

Benefits of Mediation in Estate Planning

Guidance on Grandparent Gifting

Importance of Passwords In Estate Planning

Types of Long Term Care

5 Ways to Pay for Long Term Care

Tips on Organizing Non-legal Aspects of Your Estate

Tax Considerations When Selling a Home in Massachusetts

Taxes on Selling Primary Residences Converted to Investment Properties

Plan to Protect Kids with Special Needs

Land Trusts Provide Anonymity, Avoid Probate

Finding Someone’s Date of Death

Increase in nursing home closures across U.S.

Guns & Dementia: Dealing with a Loved One’s Firearms

Maximizing Social Security Survivor’s Benefits

Getting Paid as a Family Caregiver through Medicaid

Estate Valuation Approaches

Understanding Medicare’s Hospice Benefit

Estate planning Considerations for Late-in-life Parents

5 Ways to Increase the Value of Your Estate

5 Reasons to Use a Financial Advisor

Things to Do After the Death of a Spouse

What to Do With Life Insurance Proceeds After a Spouse Dies

Estate Planning for Family-Owned Businesses in Massachusetts

4 Ways to Transfer Family-Owned Businesses in Massachusetts

Massachusetts Estate Planning for Assisted Living and Long-term Care

Key Considerations for Elder Estate Planning in Massachusetts

Reasons Not to Designate Children as Life Insurance Beneficiaries

Estate Planning Decisions for Parents | MA Estate Planning

Life Insurance Retirement Plan Pros and Cons

Retirement Planning with Index Universal Life Insurance

Protect Assets, Retain Access with Spousal Lifetime Access Trust

Call Us Directly:781-397-1700
400 TradeCenter, Suite 4800, Woburn, MA 01801 (View Map)
Directions & Parking