Blog
Monthly Archives: July 2022
Jul
22
2022
A Checklist for Helping Your Aging Parents
By Attorney William Dakin / In Elder Law
So, you’re approaching retirement. You’ve spent years getting your financial plan in place. You’re looking at your nest egg and wondering if it is enough. You’re scrutinizing the optimal retirement date and when to apply for s ... Continue Reading »
Jul
08
2022
VLOG: Trusts
By Attorney Allison Poirier / In Estate Planning
What is a trust? What does it do? What are the differences between revocable and irrevocable trusts? Attorney Allison Poirier answers all these questions (and more!) in our Trusts 101 video. Learn the basics of trusts and when you might need one. To ... Continue Reading »