Life Insurance

Serving Clients in Plymouth and Barnstable Counties

financial Estate Planning

Be Smart about a Financial Windfall or Inheritance

Windfalls can result from fortunate events, like lottery winning, and unfortunate events, like a legal settlement. Whatever the triggering event, a big injection of cash can certainly be a life-changing event in someone?s life.

Read More →
know about 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.

Read More →
What to know about Trusts and estate planning Estate Planning

What You Need to Know about Trusts

Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.

Read More →
our estate planning process Estate Planning

Can You Place a Life Insurance Policy in a Trust?

A trust is often only as good the trustee in charge of it. Read on, as we examine the important role of the trustee and discover how to make sure yours is acting correctly, especially with complex instruments like insurance.

Read More →
Categories
Categories
Subscribe