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Norwood, MA 02062
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August 2024

The Care Your Family Needs

FREE EDUCATIONAL EVENT

11 Reasons You Need to Create an Estate Plan
Many people think that estate plans may be for someone else, but certainly not them. Here are 11 compelling reasons to set up an estate plan, no matter what your age or net worth.

7 Common Inheritance Mistakes to Avoid
Avoid making these common mistakes that can rapidly affect your inheritance and future plans.

Avoid Guardianship With a Durable Power of Attorney
Conservators and guardians are appointed in court to make decisions about health care or finances for adults who are incapacitated. A durable power of attorney lets you choose a trusted decision-maker for the future.

Estate Planning for Entrepreneurs and Business Owners
If you've created a business, you know that success doesn't happen overnight. But do you know what will happen to your business if something unexpected impacts you or when you decide to step away?

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