estate planning

An Introduction to Your Estate Plan: A New Year’s Resolution for Financial Security

  As we step into a new year, it’s time to have those conversations that matter—conversations about your legacy and the well-being of your loved ones. Estate planning, often dismissed as a somber and complex task, is a vital aspect of securing your assets and safeguarding your family’s future. Surprisingly, a recent 2023 Caring.com survey…

Estate Planning for the New Year

Can you believe that 2016 is almost behind us?  Have you satisfied your New Year’s resolution to have your Will prepared? Do you have minor children that need a guardianship provision? Have you been divorced recently requiring a new will, health care proxy and power of attorney? If so, please contact me today at (617)539-1010…