Monthly Archives: May 2014

Important Graduation Safety Reminder for your 2014 Graduates

Do you have a child 18+ years of age? What happens if he/she is injured in a car accident? Did you know that once your child/grandchild turns 18: You no longer have access to his/her medical records You no longer … Continue reading

Posted in Estate Planning, HIPAA, Health Care Power of Attorney, Massachusetts estate planning | Tagged , , , , , | Comments Off

An Introduction to High-Net Worth Estate Planning

Estate planning is an important concern for anyone who desires their affairs be handled according to their wishes after their death.  Planning for high-net worth individuals and families is complex and dependent upon the particular desires of the family. High-net … Continue reading

Posted in Beneficiaries, Estate Planning, Estate Tax, High-Net Worth, Insurance, Trust, Trust Funds, Will | Tagged , , , , , , , , , , , , , | Comments Off