Pick The One You Trust
This week, we are going to talk about naming a Trustee. First, let me start off by saying that no person should delay estate planning simply because they can't decide who would be an appropriate... Read More
Providing Peace of Mind for
Your Family, Business, and Estate.
This week, we are going to talk about naming a Trustee. First, let me start off by saying that no person should delay estate planning simply because they can't decide who would be an appropriate... Read More
Hi Everyone,
Happy Wednesday!!! This week we're going to talk about shaping up in the New Year.
I've had a bunch of people ask me what are some quick things that they should do in... Read More
Hi Everyone,
Happy Wednesday!!! This week we're going to talk about your electronic legacy. Sure you have prepared your physical estate for the future, but have you thought about your... Read More
Hi Everyone,
Happy Wednesday!!! With graduation season upon us, I wanted to take the time to stress the importance of basic estate planning for your future college student.
... Read More
Hi Everyone,
Happy Wednesday!!! This week we are going to discuss the 3 D's to plan for in your estate plan. Divorce, Disability, and Drugs - they're all out there. Are you prepared?... Read More
Hi Everyone,
Happy Wednesday!!! This Sunday, I will be participating in HOPEWalks, a fundraising event to support Newton-Wellesley Hospital's Vernon Cancer Center. As many of you know,... Read More
Hi Everyone,
Happy Wednesday!!! Routinely, this conversation arises so I feel like I should address it.....joint ownership is NOT estate planning!
While joint ownership can have... Read More
Hi Everyone,
Happy Wednesday!!! This week, we are going to talk about choice.
I'd like you to take a moment to think about the family and friends that you saw or talked to over the... Read More
Hi Everyone,
Happy Wednesday!!! I know that this week marks back to school for many of you, so I wanted to wish you all a happy new school year!!! It's been so wonderful seeing everybody's... Read More