“How to Live Forever” Kicks Off New Series Talking About Death
“Talking About Death Won’t Kill You . . .and May Help You Live More Joyfully” is a new on-line and in person series sponsored by the NH Alliance for End […]
Protecting Assets For The Next Generation
Fall is back-to-school time, and our focus is on our children’s educational future. This makes it the perfect time to remind you how important it is to take steps to […]
If I’m vaccinated can I still get covid?
Read this useful article in Sentinel Source to hear about local doctors explaining the effects of vaccination against Covid here.
Did you include your grandkids in your will? 5 Tips to Avoid Common Problems
As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often want to provide well for their future. However, this […]
Your Cyber Legacy: 3 Tips for Your Digital Assets
There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common […]
5 Mistakes Made by Successor Trustees (and How to Prevent Them!)
When establishing a trust, you need to give serious thought to choosing your successor trustee—the person who will administer your trust once you’re no longer able to do so. This […]
Want to Give Your Children an Early Inheritance? 4 Things to Keep In Mind.
If you’re thinking about giving your children their inheritance early, you’re not alone. A recent Merrill Lynch study suggests that these days, nearly two-thirds of people over the age of 50 would […]
Stress Test Your Estate Plan
Estate plans are living, breathing creations. Your life can and will change due to new births, children getting older and other shifts in the family; changes to your portfolio, career […]
What to do when a disability suddenly shifts your Estate Plan
As poet Robert Burns mused centuries ago, “The best-laid plans of mice and men often go awry.” Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency. […]
Charitable Planning: Finding Your Passion and Renewing Your Life
As social beings, people like helping others and giving back to our communities. We are innately drawn to working, living, and growing together. Today, with our busy lives and high […]
How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you currently do with your financial affairs: collect income, pay bills and taxes, save […]
Estate Planning for Young Families
Many young families put off estate planning because they are young and healthy, or because they don’t think they can afford it. But even a healthy, young adult can be […]