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Meet the Team
Nicole James
Thomas Connors
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Close Planning Services
Open Planning Services
Estate
Planning
Asset
Protection
Estate Planning
for Blended
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for Young
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for Farmers
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Estate
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Asset
Protection
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for Blended
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View Interactive Blog Posts Here
When one paycheck stops, the mortgage doesn’t.
Two incomes quietly carry a young family's mortgage, childcare, and everything else, and term life insurance is the piece that keeps them covered if one of those incomes stops. Most people skip it because they
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Building an ADU on Your Child’s Land
You write the check for the cottage. When it's finished, the question is what you actually own, and whether your right to live there can survive a sale, a foreclosure, or a falling-out.
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When Your Children Step In: What a New Massachusetts Case Tells Us About Gifting and Incapacity
Two adult sons moved more than $5.5 million from their elderly mother’s assets to themselves using a durable power of attorney. A Massachusetts court just held that the gifts were authorized. The harder question is
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Press Start: An Estate Planning Guide for the Generation That Grew Up Gaming
Three out of four adults under 40 have no estate plan, and whether the trigger was a promotion, a mortgage, a marriage, or a baby, this guide walks you through the 10 tools that make
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The Plan Behind the Plan
This post explains how a "second look" approach to estate planning provides families with the flexibility to minimize taxes and protect heirs by making decisions based on real-time information.
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Don’t Let Your Bitcoin Disappear
If you hold cryptocurrency and live in Massachusetts, there are five estate-planning issues you should address proactively.
Continue Reading >
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Recent Posts
Recent Posts
When one paycheck stops, the mortgage doesn’t.
Building an ADU on Your Child’s Land
When Your Children Step In: What a New Massachusetts Case Tells Us About Gifting and Incapacity
Press Start: An Estate Planning Guide for the Generation That Grew Up Gaming
The Plan Behind the Plan
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