We were invited to take part in a webinar by the ARIES Foundation for Financial literacy as part of their "Thirsty for Knowledge Thursday" series.

  •  1/8/2021 03:16 PM

Catch us on the Financially Mindful Podcast to discuss estate planning for families with minors.

  •  12/11/2020 09:25 AM

There are three critical documents that everyone must have to prepare for a health crisis.

  •  7/6/2020 03:30 PM

Our first ever video blog discusses the importance of legally appointing short term guardians for minor children.

  •  6/8/2020 12:34 PM

Some tips on what we can all do during the pandemic to ensure that our "financial house" is in order.

  •  6/1/2020 11:17 AM

Remote Notarization legalized in Massachusetts during COVID-19 State of Emergency

  •  5/1/2020 12:30 PM

Every adult needs an estate plan, but there are some milestones that trigger a need for planning.

  •  11/20/2019 05:01 PM

Don't put off until tomorrow what you can do today - get started on your Estate Planning Homework!

  •  8/28/2019 01:48 PM

You cannot make legal, financial, or medical decisions for your children once they turn 18. Let's plan for that.

  •  5/30/2019 09:37 AM

If you are in a serious car accident while your kids are at home with a babysitter, what happens to them?

  •  5/16/2019 10:34 AM

Who would you want to raise your children if you weren't here to do it?

  •  4/18/2019 02:18 PM