We offer various free estate planning resources, tools and frequently asked questions (FAQs) and invite you to access them below.   We are here to help!  Please contact us at 508-870-5759 with any questions on our estate planning resources or you can schedule a consultation online.

Estate Planning Fact vs. Fiction

Make sure you know the real facts about estate planning. See estate planning facts versus fiction in this Infographic.

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e-Book: 10 Common Mistakes Parents Make in Planning and Protecting for Minor Children

Avoid these common mistakes to ensure your kids will always be taken care of in the way want by whom who want.

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FAQs

Estate Planning

Estate Tax

Living Trusts

Planning for Incapacity 

 

Estate Plan Deficiencies Check-up

Be sure your current estate plan meets your needs by taking this 5-minute checkup.

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NEW! Guide: Why a Will May Fall Short: Five Need-to-Knows When Thinking About a Will

Read this quick guide to ensure that you understand the benefits and the limitations of a Will.

5-Step Guide for Choosing a Guardian

Choosing a guardian is not always that easy. Follow our 5-Step Guide.

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Top 12 Estate Planning Mistakes

Ensure you are on the right path when it comes to estate planning and avoid these 12 common mistakes.

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e-Book: 10 Common Mistakes Parents Make in Planning and Protecting for Minor Children

Avoid these common mistakes to ensure your kids will always be taken care of in the way want by whom who want.

Clipboard icons over white.Vector ofice document icons

Download