We are conveniently located at 160 Gould St. in Needham, just off Route 128, within minutes of Newton, Wellesley, Dover, Westwood, Brookline and Boston.
Why Most Estate Plans Don’t Work
The Probate Courts are full of estate plans gone wrong. People failing to leave a will, or failing to safeguard it. People inadvertently or recklessly starting fights that tear the family apart. Business owners trying desperately to keep their partner’s widow out of the business. Widows who want to be[...]
Legacy Planning is: Estate Planning for Human Beings™ Much of what passes for estate planning is really planning for the money; Legacy Planning is planning for the people. Legacy Planning addresses personal goals, not just financial goals. Legacy Planning takes into account that the plan will be carried out by[...]
Many small business owners, if they can find the time to look up from the daily rush of running the business, will see that: A significant part of their wealth is invested in the business They expect the business to fund their retirement They don’t know how much they need[...]