How to Avoid 7 Common Estate Planning Mistakes
Learn how everyday families can benefit from estate planning to ensure their intentions are seen through and how to avoid common estate planning mistakes.
February 5, 2024
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Category: Estate Planning
About Me
Quentara Costa, CFP®
Quentara Costa helps the sandwich generation prioritize kids, self, and aging parents. For years Quentara was the primary caregiver for her father who was diagnosed with Alzheimer's at the age of 70. Since his passing, she’s become a mother of three. Professionally she received a master’s degree in Personal Financial Planning from Bentley University and has held the CFP® designation since 2010. Community involvement includes hosting the Merrimack Valley Senior and Caregiver Group and volunteering for Budget Buddies.
Effectively Gifting to Your Grandchildren At Any Net Worth
Effectively benefiting the next generation comes in all shapes and sizes, learn about your options to gift relative to your net worth.
January 6, 2024
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Leaving the greatest gift of all: A tax-reduced estate
Minimizing the burden of taxes and avoiding potential complications of settling an estate are certainly worthy goals to aim for! In this blog, we’ll discuss how I address the goal of leaving a tax-reduced estate.
December 14, 2023
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Massachusetts Updates to a New State Estate Tax Calculation!
With no cost of living adjustment since 2006 and soaring property valuations, the MA state estate tax has been a pain point for the beneficiaries of the middle-class.
October 5, 2023
3 Comments
Just Married: Newlywed Estate Planning Cheat Sheet
I’ve had a slew of clients adding “wedding” to their list of goals. Is their 20-something child even engaged yet – not necessarily, they just want to be prepared when the special day comes. But a part from funding the day, there is plenty else to consider as two become one.
May 9, 2023
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How to Become the Person Legally Responsible for Older Adults
Q: My aging parent has a will naming me executor, isn’t that enough for me to take control now? A: No, your parent’s will comes
December 4, 2017
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Newborn Considerations
Congratulations!! Now let’s get down to business. There is often so much excitement, joy, and preparation for the baby’s first week home that we can
September 13, 2016
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