Real estate transactions are one of life’s major milestones… whether it’s purchasing a first home, a second property for personal or investment purposes, or selling
Learn how pooled trusts help seniors in Massachusetts qualify for MassHealth while preserving assets. Read about eligibility, benefits, and expert tips for elder care planning.
Caregivers must be mindful of potential challenges that can arise, including accusations of fraud. Sometimes things start off on the right foot, but can land on a sour note unexpectedly. Here are some steps well-meaning caregivers can take to protect themselves.
Learn how everyday families can benefit from estate planning to ensure their intentions are seen through and how to avoid common estate planning mistakes.
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.
Writing an obituary can be a challenging task, as it requires capturing the essence of a person’s life and honoring their memory. Here are some guidelines to help you write a great obituary for your loved one.
8 steps to help with financial planning as you consider an LGBTQ-motivated relocation. Plus info from ACLU and Wallet Hub on related state-by-state law proposals and tax burdens.
When agreeing to move forward at a retirement community, be prepared for the paperwork so you don’t encounter delays.
Wondering how to prepare for travel apart from packing a bag? Here is the shortlist of what I did to ensure myself, family, and clients would be taken care of in case of an emergency.
Even if you’re not providing hands-on physical care for an aging parent, you’re still likely spending a ton of time in a project management role.
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
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