Estate taxes can significantly impact your legacy and should be planned for carefully with your attorney.
We were invited to take part in a webinar by the ARIES Foundation for Financial literacy as part of their "Thirsty for Knowledge Thursday" series.
Catch us on the Financially Mindful Podcast to discuss estate planning for families with minors
There are three critical documents that everyone must have to prepare for a health crisis.
Our first ever video blog discusses the importance of legally appointing short term guardians for minor children.
Some tips on what we can all do during the pandemic to ensure that our "financial house" is in order.
Remote Notarization legalized in Massachusetts during COVID-19 State of Emergency
Every adult needs an estate plan, but there are some milestones that trigger a need for planning.
Don't put off until tomorrow what you can do today - get started on your Estate Planning Homework!
You cannot make legal, financial, or medical decisions for your children once they turn 18. Let's plan for that.
If you are in a serious car accident while your kids are at home with a babysitter, what happens to them?