Category: Uncategorized

Hi Everyone,

Happy Wednesday!!! This week we're going to talk about shaping up in the New Year.

I've had a bunch of people ask me what are some quick things that they should do in the New Year to make sure their affairs...

Hi Everyone,

Happy Wednesday!!! This week we're going to talk about your electronic legacy. Sure you have prepared your physical estate for the future, but have you thought about your online accounts? Online data, such as pictures and other files have sentimental value that you never want...

Hi Everyone,

Happy Wednesday!!! This week we're going to talk about your electronic legacy. Sure you have prepared your physical estate for the future, but have you thought about your online accounts? Online data, such as pictures and other files have sentimental value that you never want...

Hi Everyone,

Happy Wednesday!!! With graduation season upon us, I wanted to take the time to stress the importance of basic estate planning for your future college student.

Implementing basic documents protects your college student against unforeseen accidents, will give you peace of...

Hi Everyone,

Happy Wednesday!!! This week we are going to discuss the 3 D's to plan for in your estate plan. Divorce, Disability, and Drugs - they're all out there. Are you prepared?

Divorce: this is something that seriously needs to...

Hi Everyone,

Happy Wednesday!!! This Sunday, I will be participating in HOPEWalks, a fundraising event to support Newton-Wellesley Hospital's Vernon Cancer Center. As many of you know, the Vernon Cancer Center has been instrumental in helping the Antonellis family. Over the past two years the Cancer Center...

Hi Everyone,

Happy Wednesday!!! Routinely, this conversation arises so I feel like I should address it.....joint ownership is NOT estate planning!

While joint ownership can have benefits, there are also traps for the unwary that you should be aware of, and joint ownership...

Hi Everyone,

Happy Wednesday!!! This week, we are going to talk about choice.

I'd like you to take a moment to think about the family and friends that you saw or talked to over the holidays. Re-create that day and think about everyone...

Hi Everyone,

Happy Wednesday!!! I know that this week marks back to school for many of you, so I wanted to wish you all a happy new school year!!! It's been so wonderful seeing everybody's back to school posts and I'm hoping that everyone is having a...