Address
1329 Highland Ave, Suite 1
Needham, MA 02492
If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate…
It’s unrealistic to think that an estate plan you draft, reflecting your life at a certain time, will work when your life has completely changed some years later. We’ll use the Kendrick family as an example. Meet the Kendricks Meet…
Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. You need to understand, and work to overcome, the disconnect that occurs between generations regarding…
Estate planning is much more than simply drafting a will and leaving it at that. If you’re a parent, you want to make sure you’re putting your children in the best possible position for decades to come. If you’re a…
As the season changes from summer to fall, many families say goodbye to their kids as they leave for college for the first time. For many kids, this is their first time they are away from home for an extended…
No matter how good you are are planning, other people are almost always affected by your decisions and actions as well as your success and failures. The people who are affected are often the ones we care about the most…
While it is an honor to be named as a personal representative (formerly an executor) of a will or estate, it can also be a sobering and daunting responsibility. Being a personal representative requires a high level of organization, foresight,…