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Key Considerations for Elder Estate Planning in Massachusetts
It is never too late to implement an estate plan. In your…
Reasons Not to Designate Children as Life Insurance Beneficiaries
Life insurance policies allow you to designate specific beneficiaries. Names listed directly…
Estate Planning Decisions for Parents
As parents of young children, you have some difficult decisions to make…
Life Insurance Retirement Plan Pros and Cons
We previously mentioned the option of using life insurance retirement plans (LIRP)…
Retirement Planning with Index Universal Life Insurance
We often think of life insurance as planning for our deaths, but…
5 Reasons Young Adults Need Estate Planning
Once your children turn 18, they are adults in the eyes of…
Estate Planning Critical for Non-traditional Couples
Generally speaking, estate planning laws were designed for the traditional nuclear family,…
Massachusetts Opportunity Zones Offer Tax Breaks
For a limited time, investors can help reinvigorate distressed communities while deferring…
Protecting Yourself from Identity Theft
Your identity is constantly at risk,… and it’s your job to protect…