Do you have a plan for what would happen if you got sick or couldn’t make your own decisions?
Do the other adults in your family have their affairs in order?
If you and your family members don’t feel prepared, you are not alone.
More than 60% of families have done little to no planning.
But it’s not too late to set up a plan for every adult in your household. And we’re here to help.
Becoming a successor trustee is a responsibility many don’t expect to handle until they need to step in. It’s a role of trust, care, and
Estate planning is a critical step to ensure your loved ones are cared for, and your wishes are honored after you’re gone. While many people
Choosing an executor is one of the most critical decisions you’ll make during the estate planning process. This person will be responsible for carrying out
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PO Box 31
Quincy, MA 02171
(617) 804-1451
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