In order for a person to be able to make a valid will, they must be of sound mental capacity. This is because if someone does not have the mental clarity to make an informed decision, they could make a will that does not reflect their true wishes. In addition, when a...
Upcoming Event: Common Financial & Estate Planning Mistakes
Join us for an informative evening with Marblehead residents, Chris Casey Esq. and Frank Sweeney. A little skilled knowledge and timely planning will save you heart ache and provide clarity and peace of mind. Free planning resources will be provided. Tuesday, October...
Upcoming Event: Common Financial & Estate Planning Mistakes
Join us for an informative evening with Marblehead residents, Chris Casey Esq. and Frank Sweeney. A little skilled knowledge and timely planning will save you heart ache and provide clarity and peace of mind. Free planning resources will be provided. Tuesday, October...
You don’t need 6 figures in assets to create a solid trust
People have long associated trusts with the super-wealthy. There is a common misconception among people that trusts only help those with hundreds of thousands or millions of dollars in assets. The average family creating an estate plan or last will not have that...
Understanding inheritance tax in Massachusetts
Taxes are imposed on almost all types of income, whether that is your paycheck from work or an inheritance from a loved one. When a person is planning their estate, they will naturally want to minimize the amount of taxes they will be liable for, because the more...
Planning your estate with your special needs child in mind
Estate planning often starts with assessing how you would like the future to look like for your loved ones. When you have a special needs child, this is likely to mean that you will want to make sure that they have access to adequate care and support throughout their...
Planning a trust as a business owner
Any person with considerable assets should start to think about planning their estate as early as possible. If you are a business owner, it is likely that you will want to leave a legacy for your descendants and that you will hope the business will thrive for many...