Durable Power Of Attorney

Babe Ruth's Sudbury Home

Protecting Your Estate While Living In Two States

Being a Snowbird could be a great lifestyle in retirement but one place will need to be your legal residence and it’s the laws of that state which will dictate your estate planning.

WBZ NewsRadio 1030–10/17/2014

Estate Planning

Protecting Your Assets

You’ve worked very hard to achieve your goals and accumulate assets. Now you need to protect them!

WBZ NewsRadio 1030–10/10/2014

Estate Planning

You Must Plan On Dying

We all do some really dumb things when it comes to our money, but sometimes it’s not what we do…it’s what we don’t do.

WBZ NewsRadio 1030–09/23/2014

casket, flowers

What You Need To Know When You Are Somebody’s Widow

If you are married, one of you will become widowed and usually it is the woman who is the surviving spouse.

WBZ NewsRadio 1030–08/06/2014

Healthcare

Estate Planning For All Ages

Estate planning is a key element in any financial plan, no matter what your age.

WBZ NewsRadio 1030–05/02/2014

(Credit: Thinkstock)

Where’s The Important Stuff?

During Thanksgiving, most families would much rather talk about the Patriots than their finances.

WBZ NewsRadio 1030–11/25/2013

(credit: Photo by Kent Phillips/Disney via Getty Images)

How To Protect Your Estate While Living In Two States

While living in two states you must choose one as your legal residence, and it’s the laws of that state which will dictate your estate planning.

WBZ NewsRadio 1030–10/18/2013

Michael Jackson's Last Will, Estate Planning

Estate Planning Is Key To Financial Planning

Estate Planning does not have to be fancy, expensive or complicated.

WBZ NewsRadio 1030–05/03/2013

Photo Credit: Joe Raedle/Getty Images

How To Protect Your Estate While Living In Two States

Six months south and six months north could be a great lifestyle in retirement but one place will need to be your legal domicile, your legal residence.

WBZ NewsRadio 1030–10/19/2012

Home, American Dream, real estate, home sales, sold

How To Protect Your Assets

As part of your financial plan you will need to be sure you are adequately insured and have an estate plan as well so you can protect those you love as well as your assets.

WBZ NewsRadio 1030–10/05/2012

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