An Introduction to the Legacy Interview

What if you could hear your loved one’s voice long after they’ve passed? What if it could be something more than a clip of conversation or laughter from an old home video? What if you could hear them speaking about their memories, their achievements, and their advice? Speaking directly to you? Unfortunately, this is something you won't get to experience with loved ones you’ve already lost, but imagine if you could Read More

National Estate Planning Awareness Week Oct 21-28, 2019: Planning for All Stages of Parenthood

Did you know that October 21-28 is “National Estate Planning Awareness Week?" Estate planning is an often overlooked area of personal financial management. By some estimates, 70% of American parents do not have an estate plan! Most mistakenly hear the word “estate” and assume “estate planning” is just for the Bill Gates, Elon Musks, or Warren Buffets of the world. Estate planning, however, is for Read More

3 Reasons to Update Your Estate Plan

Estate planning is a way to celebrate your life and all that you have built by making sure your property and assets are handled according to your wishes after you pass on. Having an estate plan in place affords you the reassurance that when the time comes, your affairs will be handled in the manner you have intended. People often (incorrectly) assume that once they create their estate plan they never have to think Read More

Five Benefits of Having an Estate Plan in Place

At our firm, we view estate planning as an opportunity to celebrate your life and all that you have built. Creating an estate plan affords you the opportunity to plan for the future of those you love and to ensure they will be protected and receive assets you have worked hard throughout your lifetime to acquire. Estate planning gives you the peace of mind of knowing that when your time comes, your wishes will be Read More

Understanding the Difference Between Godparents and Guardians

When welcoming a new child into a family, there are many important decisions that need to be made. Among the most important will be making sure your child is properly cared for no matter what the future brings. A common misconception among parents today is that the people that they have named as godparents will automatically be those chosen to become legal guardians should the biological (or adoptive) parents pass Read More

Taking a Vacation? Make Sure You Plan For The Unexpected.

Vacations are a great way to get away with family, have fun and make great memories.  If you are preparing for your summer vacation, don’t overlook the importance of preparing (or updating) your estate plan. Give yourself peace of mind as you travel, while minimizing the potential stress your loved ones would face if something were to go wrong. Below is a list of the things you should have in place, or review, Read More

Making Plans with Your New Grad in Mind

Congratulations! Your child has recently graduated high school or college and is ready to start moving out on their own! While this stage of life certainly comes with many mixed emotions, most parents are proud to see their children entering adulthood and “leaving the nest.” You’ll certainly have some extra free time (and quite possibly, extra free money) in the years to come! Time and money aside, you still want to Read More

Announcing our 2019 Summer Referral Giveaway!

Summer Family Fun is as easy as 1-2-3! Download and print a flier.  Between now and Sept. 6th, tell your friends about how easy it was to plan with us, and have them mention you when they email us at info@parentsestateplanning.com, or call us at 978-263-6900. When they meet with us (between now and Sept. 20th,) you'll win a Kimball Farm Family Four Pack! There is no limit to the number of times you can Read More

Understanding the Responsibilities of a Trustee

Whether setting up a legal trust or being asked to serve as a trustee, it is essential to clearly understand the rights and responsibilities of the trustee role. When a legal trust is created, a person or an institution (such as a bank or law firm) must be named as the trustee. This individual or entity will have control over the management of the assets contained within the trust, making clear the need to fully Read More

Your Money, Your Independence. Guard(ian) Your Blindside.

Guest Blogger, Glenn Brown, CFP, CRPC, is the owner of Plan Dynamics, LLC. As a parent, you do dozens of things daily to ensure your child’s well-being and personal growth. Think of your instructions for a babysitter to ensure fun, consistency and safety. While out for a date night with your spouse, what if something happened where neither of you were able to come home… ever. What now? Who ensures your Read More