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Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan

Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan

Jan 3, 2023 | Insights

Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common than you might think. Sometimes, a family member does not receive what they thought they would after a loved one passes...
Can IRA Money that is Left to Your Spouse Be Protected From Creditors?

Can IRA Money that is Left to Your Spouse Be Protected From Creditors?

Apr 27, 2021 | Insights

Although spouses receive special treatment when inheriting a retirement account such as an IRA (the ability to roll over the account into a personal retirement account and to stretch the distributions over their lifetime), the retirement account you leave for your...

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978.566.3500 (MA) / 603.506.4817 (NH)
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