by Finley Stetson | Dec 10, 2019 | Estate Planning, Guardianship, Trusts
As a caregiver, you spend much of your time, money, and energy taking care of the needs of others. Those who have taken on the role of caregivers for ill or disabled spouses, aging parents, children, or other loved ones with special needs are typically selfless and...
by Finley Stetson | Sep 10, 2019 | Estate Planning, Trusts
Life insurance is often one of the most important parts of an estate plan. People usually purchase life insurance to prevent their spouse, children, or other dependents from suffering financial hardship if they die unexpectedly. You may think that all you need to do...
by Finley Stetson | Jan 8, 2019 | Estate Planning, Trusts, Wills, Trusts & Estate
Strategies to Enhance Your Success Estate planning is complex and continually evolving. Often, affluent families are “early adopters” of the newest and best estate planning strategies. Luckily, by working with us, you can benefit from the same estate planning...