Category: FINANCE & LEGAL

ELDER LAW MYTH BUSTERS

By Elizabeth A. Caruso, Esq. Myth or Fact? It is acceptable to leave an inheritance directly to minors in your Will. This is a MYTH! In Massachusetts, a minor is defined as anyone who has yet to reach the age of majority, which...

Read More

The Wicked Smart Investor

By Chris Hanson ‘Bucket List’ One of the first questions I ask my client is, “What are your financial goals?” The importance of this question is paramount, because all planning decisions are dependent on those goals. It is my...

Read More

ELDER LAW MYTH BUSTERS

By Elizabeth A. Caruso, Esq. Myth or Fact? Your Will overrides beneficiary designations on your accounts. This is a MYTH! Your Last Will and Testament tells the Probate Court how you want the assets that are in your name alone...

Read More
Loading