blog-cta-2.png

Are You Facing an Income Gap in Retirement?

Download our FREE Worksheet!

Life Insurance Awareness Month


I was Driving down the Mass Pike this past weekend and saw a billboard that really caught my attention. It read, "We spend more time liking Facebook posts than we do planning for retirement." Isn't that the truth? Part of a good overall financial plan is to have enough in retirement, but it's just as crucial to have enough to cover the unexpected.

Continue Reading…
In Estate Mangement Solutions

The Four Main Steps to the Probate Process


INTRODUCTION:

Probate is a legal proceeding conducted by a state court that oversees and manages the distribution of your property and estate after you die. Probate rules vary from state to state, but the main purpose of probate is to clear title ownership on your property so that it can pass from you to your beneficiaries as dictated by your will or by the laws of intestacy, if you don’t have a will. The probate process ends in a decree from the court that provides evidence that title has transferred and ensures that the property goes to those family members and loved ones you want to receive it.

Continue Reading…
In Estate Mangement Solutions, Asset Protection Planning
1