Tag: inheritance

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.

Children

Choosing Guardianship for Your Children: A Critical Part of Estate Planning

Choosing guardianship for your children is one of the most important decisions in estate planning. By selecting the right person, providing financial resources, communicating your parenting philosophy, and ensuring easy access to estate plans, you can create a stable and supportive future for your children. If you haven’t yet named a guardian or need to update your estate plan, now is the time to take action.

March 7, 2025 No Comments

General Planning

Inherited Wealth: Understanding it’s Limitations and Leveraging a Financial Planner

Correctly managing inherited wealth requires careful planning and a healthy dose of self-awareness. Working with a financial planner can help you make high-value choices.

April 4, 2024 No Comments

Estate Planning

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 6 Comments