Tools & Resources
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 Options Overview
Learn the key differences between will- and trust-based planning to see what best meets your objectives.
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.
Estate Plan Deficiencies Check-up
Be sure your current estate plan meets your needs by taking this 5-minute checkup.
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.
Top 12 Estate Planning Mistakes
Ensure you are on the right path when it comes to estate planning and avoid these 12 common mistakes.