New Year’s Resolution 2: The Coma/Dementia Risk

Much of the asset-protection planning I do involves what happens when someone dies.  For example, you create a last will and testament.  But a lot of bad things can happen to us before we die.   You might be in a car accident and lose your mental faculties.  Or develop mental conditions like dementia . . . → Read More: New Year’s Resolution 2: The Coma/Dementia Risk

Understanding Losses: Property

Good estate planning only works if your property is still there when it’s time to pass it on to your family.  Many of my Massachusetts and Rhode Island clients have property that has increased in value since the time they acquired it.   Property insurance provides protection against most risks to property, such as fire, . . . → Read More: Understanding Losses: Property

Stop Worrying About Running Out of Money in Retirement - Hire your Team

 

One of the biggest concerns of my Massachusetts and Rhode Island clients is whether they will have enough money for their retirement.  For most of us, it’s never really about money for money’s sake.   It is about whether we can achieve our dreams and goals for a more fulfilling life, both for . . . → Read More: Stop Worrying About Running Out of Money in Retirement – Hire your Team

Are You Wasting Money? Part Two: Food, Clothing and Entertainment

In Part One of this series on wasting money, we looked at housing, interest and transportation —areas in which my Massachusetts and Rhode Island estate and elder law planning clients may be wasting larger amounts of money. In Part Two, we will look at how money can be wasted in everyday areas of life— . . . → Read More: Are You Wasting Money? Part Two: Food, Clothing and Entertainment

Your "Legacy" is more than your money ... much more

I recently met with a married couple from Attleboro, Massachusetts to design their living trusts and estate plan, and they wanted to leave more money to one of their children because their other child was very well-off financially, and just needed less money.   But my clients were very concerned about offending that child.

. . . → Read More: Your “Legacy” is more than your money … much more