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Asset Alignment Estate Administration Estate Planning

Spring Cleaning for Your Estate Plan: Aligning Assets for a Seamless Future

Spring is a time for fresh starts—and that includes your estate plan. While many people focus on drafting a will or trust, estate planning isn’t a one-time event

Apr 17, 2025

by Family Estate Planning Law Group

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What Changes Can We Expect from the SECURE Act?

Things got a little bogged down for the SECURE Act (Setting Every Community Up for Retirement Enhancement, H.R. 1994, but it’s still pending, and is expected to be passed. It’s impossible to know what final form it will take, but a lot is riding on it. The SECURE Act proposes a number of changes to […]

Sep 20, 2019

Family Estate Planning Law Group

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Contemplating Switching Your Residency to Florida?

Here is a checklist if you are a snowbird considering making Florida your place of permanent residence. More on our blog.

Jun 29, 2018

Family Estate Planning Law Group

Advisors Education Series

Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.

See our webinars

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6 Kimball Lane
Suite 340
Lynnfield, MA 01940

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Your life, your legacy – let’s plan it together

Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. Through personalized guidance and lifelong support, we ensure your estate plan evolves with you—protecting your values, your assets, and your loved ones.

Protect Your Family’s Future