Estate Tax Affects More of Us than You Might Expect

Most of us hear the words “estate tax” and think that can’t apply to us, but only to the Donald Trumps and the Warren Buffetts of the world.  You’d be surprised.  Estate tax is the amount that your family will owe the government when you die, and is calculated by the value of all . . . → Read More: Estate Tax Affects More of Us than You Might Expect

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 Three: Taxes, Insurance, Not Bidding and/or Negotiating

So far in this series on wasting money, we have looked at how Massachusetts and Rhode Island residents may overpay for housing, interest, transportation, food, clothing and entertainment. In this final installment, we’ll look at a few more areas in which we sometimes pay more than necessary:  taxes, insurance, not obtaining bids for services, . . . → Read More: Are You Wasting Money? Part Three: Taxes, Insurance, Not Bidding and/or Negotiating

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