Attorney David Beliveau Named as a 2020 Super Lawyer
We are pleased to announce that David Beliveau has been selected to the 2020 Massachusetts Super Lawyers list. This is an exclusive list, recognizing no more than five percent of attorneys in the Commonwealth. Super Lawyers, part of Thomson Reuters, is a research-driven, peer influenced rating service of outstanding lawyers who have attained a high […]
Parents made wills in 1996. Nothing has changed except their age/health. Any concerns over the validity of the wills?
ADDITIONAL INFORMATION: Wills were made and recorded in 1996. They have the same address, they’re still married, all their children and grandchildren are still living, and little, if anything, in their lives has changed. Given the state of their health, should we be concerned with the wills’ validity given the age of their wills? ANSWER […]
Keep Cultivating Your Network
Don’t let social distancing get in the way of your personal and professional relationships Keeping up with your friends and maintaining professional relationships is a challenge as most in-person activities have come screeching to a halt. Drive-by birthday parties, video happy hours and pre-recorded commencement speeches are the new normal. Despite social distancing guidelines, here […]
Financial Questions to Ask Mom and Dad
Many Americans have been focused on their own finances over the past several months. But don’t neglect helping those closest to you with their finances as well, especially aging parents. Here are some questions to ask your parents to help them sort through their financial picture. Have you decided when you’ll start taking Social Security […]
Ideas to Help Local Businesses
Shuttered businesses are realizing that lifting lockdown restrictions doesn’t mean a return to business as usual. Social distancing guidelines and a public wary of venturing into crowded environments means light customer traffic for many businesses. Here are several ideas to help local businesses financially as they re-open their doors: Continue buying gift cards. For many […]
The New Face of Banking
It suddenly got a lot more difficult to buy a home The banking sector is the latest industry to dramatically change how it operates in response to the current economic environment. The most visible change for consumers are new requirements for taking out a mortgage. Here are some tips for working with banks and other […]
Be Prepared for Pandemic Tax Surprises
Numerous new laws provide economic relief to individuals and businesses hardest hit by this year’s pandemic. This much-needed financial assistance, however, comes with a few strings attached. Here are three potential surprises if you use the available economic relief packages: • Getting a tax bill for unemployment benefits. While the $1,200 economic impact payments most […]
Think Before Tapping 401(k) as Emergency Fund
Do you need a quick infusion of cash? Under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, you may be able to take money out of a qualified plan, like a 401(k), or an IRA, with favorable tax consequences. But should you do it? You might view withdrawing money from a retirement account as […]
How can I best find a top rated estate attorney, licensed in both MA and NH, for settling my sister’s estate?
ADDITIONAL INFORMATION: I’m looking for a top rated wills, trust, and probate attorney, licensed in both New Hampshire and Massachusetts, to help with settling the estate of my recently deceased sister. My brother and I are co-executors of her estate. My sister’s official residence was Nashua, New Hampshire where she owned a condo and filed […]
Contemplating Your Estate Plan During Covid-19
Get Your Affairs in Order For most of us, coronavirus and the threat it poses has made us contemplate the status of our estate plans. As thousands of people in the Commonwealth have died of COVID-19 and its complications, many thousands more are ill, and many, many thousands more face unemployment and financial hardship. There […]