Financial Planning

Serving Clients in Plymouth and Barnstable Counties

Gifting Estate Planning

Incorporating Gifting with an Estate Plan

Gifting sounds pretty simple, but there are many ways to do it. There are also several tax ramifications to be aware of.

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Protect an inheritance Estate Planning

Protect an Inheritance from Spendthrifts and Unintended Beneficiaries

My daughter, my only child, recently married a nice man. However, he is not responsible with his finances. I don?t want my son-in-law to have any access to her money or through a divorce via equitable distribution.

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Beneficiaries Estate Planning

What Should I Know about Beneficiaries?

Whenever you open a financial account, you?re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you?ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.

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