Health Care Proxy

Papers, Paperwork, Filing

Checking In On Your Estate

Estate planning is next on our spring cleaning list.

WBZ NewsRadio 1030–03/20/2015

(Credit: Thinkstock)

Where Are All The Important Papers?

I thought this Thanksgiving week would be an opportune time to talk about families and money.

WBZ NewsRadio 1030–11/24/2014

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

Elderly Man

All About Estate Planning

Estate Planning is an awkward subject to discuss for it involves someone dying.

WBZ NewsRadio 1030–06/13/2014

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

Elderly Woman

Your Financial Role As A Widow

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

WBZ NewsRadio 1030–08/21/2013

Craigslist Killing Case

Keeping Mom’s Important Papers Organized

A gift you can give mom this Mother’s Day is to help her sort through all of the stuff she has been saving for years and help get it organized.

WBZ NewsRadio 1030–05/07/2013

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