YOUNG FAMILIES ESTATE PLANNING FOR YOUNG FAMILIES WITH MINOR CHILDREN As the parent of a young child, you must have a plan in place to protect them from an uncertain future. It’s at least as important as car seats and bike helmets! Your kid(s) aren’t old enough to take care of themselves or manage their own money. Your children need you to plan their future, by designating the people you want to raise them and

Resources to help parents like you protect the people you love most Knowledge is powerful and being prepared is liberating, especially for parents. That’s why we’ve compiled all of these resources for you. A critical element of our mission is educating parents about estate planning, so check back regularly for new resources and educational material. As always, please remember to call us at (978) 263-6900 or contact us here to schedule a planning session today

YOU’VE GOT QUESTIONS, WE’VE GOT ANSWERS Whether you are parents with young kids, or empty nesters with grown children, you most likely have questions. Get answers by listening to our quick videos. GENERAL I Have a Trust, What’s Next? Who will make decisions for me if I am incapacitated? Will My Retirement Accounts Be Protected After I Die? How long does it take to get an estate plan in place? I Have Beneficiaries On My