50 or Older? Here are a Few Retirement Questions Just for You
You don’t need to create a spreadsheet or write a book-length plan, but anyone in their 50s, who is advised to start getting their thoughts organized.
May 21, 2018
Family Estate Planning Law Group
What’s on the Mind of Gen-Xers: Not Retirement Planning
A survey found that Gen Xers are less concerned about retirement planning than they are about other financial challenges.
May 16, 2018
Family Estate Planning Law Group
Under New Tax Law, Roth IRAs are More Attractive
The new Tax Cuts and Jobs Act have made the Roth more attractive as retirement savings vehicles. You can read more on our blog.
May 14, 2018
Family Estate Planning Law Group
Proper Planning for the Distribution of an IRA
The rules for IRA distributions are complicated. Unforeseen circumstances can make things complex. Understand rules, so your money goes where you want it.
May 11, 2018
Family Estate Planning Law Group
A More Realistic Look at Spending During Retirement: Three Spending Stages
Take a look at what realistic spending looks like during retirement from our Lynnfield elder law attorneys.
Apr 30, 2018
Family Estate Planning Law Group
Is it Healthier to Retire Later?
Most of the time we all want to retire as soon as we can, but what if it is healthier for you to retire later?
Apr 25, 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.
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. With personalized guidance and lifelong support, we make sure your estate plan evolves with you to reflect your values, protect your assets, and care for the people you love.
