Financial Planner, Wealth Management Advisor
Baystate Financial
One Marina Park Drive, Floor 16
Boston, MA 02210
Direct: 617.585.4516 | Mobile: 617.710.0022 | Fax: 509.694.7293
Email: jfacey@baystatefinancial.com
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My TeamBeing named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How Long Will Your Funds Last?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
