skip to Main Content
NH: 603-881-9161 MA: 978-458-4566 Call for a Free Consultation

Estate Planning and Passing on Family Values

Successfully addressing and legally formalizing inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children as eventual inheritors of your…

Read More

Financial Planning for Millennials

Millennials include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials' formative years was influenced by the US sub-prime mortgage crisis beginning in 2007, shortly followed by an international banking crisis,…

Read More

Protecting Seniors from COVID-19 in 2021

By now, everyone in America knows something about the COVID-19 global pandemic, also known as the coronavirus. News media programming continues to broadcast information about this virus with varying degrees of accuracy, which has created some confusion, especially for seniors…

Read More

Understanding the Probate Process

Probate is the legal process for authenticating a deceased person's will, reviewing their assets, paying their outstanding debts and taxes, and distributing what remains to their inheritors. After an asset-holder dies, the court will appoint a valid will's executor to…

Read More

Why Having a Will is Essential

Your last will and testament is a set of legal instructions that communicates your wishes regarding your dependents and how to dispose of your property when you die. If you have people who you love and care for, then creating…

Read More

Why a Living Will is Important in 2021

A living will lays out your preferences for life-sustaining medical treatment.  It is often accompanied by a health-care proxy or power of attorney, which allows someone to make treatment decisions for you if you are incapacitated and the living will…

Read More

Understanding Gift Taxes

The gift tax is a tax on the transfer of assets, cash or property, to another without receiving something of equal value. The asset has to be of a certain value for the tax to apply; otherwise, it falls under…

Read More
Back To Top