Crocuses, Daffodils, Tulips … Tax Planning and Estate Planning

 Sooner rather than later, the crocuses, daffodils and tulips will pop.  Then comes the Tax Man.  Whether you do taxes yourself or use an accountant, talk to a professional about your assets.

Do not forget interest rates on mortgages are at historic lows.  We have referral sources that give great deals to our clients.

This is a great time to look at your estate plan.  Over the past few years many things have happened in your life or in the lives of your family that necessitate reviewing and modifying your wills, trusts, powers of attorney and health care proxies.

You should also be looking at the beneficiaries of your life insurance and your 401(k)s to see if they make sense.

If you or your parents are thinking about a nursing home, it is time to do Medicaid Planning and long term care insurance.

You are punishing yourself and your children if you do not try and save assets.  You have heard all the ads on TV and radio about asset protection and reverse mortgages and Medicaid planning.  We can and will advise you in all of these areas and we will not build in the cost of advertising – as those others do.

Call us today and set up an appointment.  … And one more thing:  DON’T FORGET ABOUT BREAKFAST WITH BARRY! Call me 617-786-0800