- Revocable Trust Assets up to $1,000,000 each are not taxed in Massachusetts. The Federal threshold is $5,000,000.
- Planning a Long Term Care Strategy is a critical element for an Estate Plan. 70% of us will need 3 years or more of long term or skilled nursing care at a cost of approximately $300/day (increasing with inflation at approximately 3% per year). Individuals with $250,000 to $2,000,000 in assets are ideal candidates for long term care as their assets will be most at risk from the cost of care. With assets above $2,000,000 you may wish to consider self-funding long term care, but this should be planned in advance.
Whatever your needs, we can help with:
General Services
- Free Portfolio Analysis
- Diversification
- Dollar Cost Averaging
College Savings Programs
Retirement Plans
Mutual Funds
- 4,000+ different funds available
Fixed Income
- CDs
- Corporate and Municipal Bonds
- Tax Free Mutual Funds
- Unit Investment Trusts
Looking For Additional Information on Financial Planning?
See our variety of options below.
