Genealogist got us started!

FamilyPhoto Geneology

Ann Lawthers, a Genealogist at the New England Historic Genealogical Society, on “Getting Started in Genealogy.” O’Connell Law Lunch & Learn Series, April 20, 2017 Hosted by North Hill in Needham Genealogy is like a puzzle; each piece of information brings us one step closer to tracing our family history. Ann Lawthers’ presentation brought our… Read More »

What Trusts Can Help You Accomplish

trusts

  There are many types of trusts, capable of helping you accomplish a variety of goals. However, when most people think about trusts, a Revocable Living Trust is the one they have in mind. A Revocable Living Trust allows you to maintain complete control over your assets while you are alive and after you have… Read More »

Let’s Pay Bills & More

Anne Fitzpatrick-Neu on “Let’s Pay Bills & More,” why she, trained as a social worker, helps people pay their bills – as well as manage their money, prepare for taxes, and enjoy life! O’Connell Law Lunch & Learn Series, January 25, 2017             Anne Fitzpatrick-Neu’s presentation attracted and engaged an audience of professionals eager to… Read More »

Getting Started In Genealogy

FamilyPhoto Geneology

Come join us on April 20th for our next Lunch & Learn Series- Getting Started in Genealogy! Genealogy is one of the most valuable pursuits you can participate in—learning about who you are, where you come from, and “meeting” the thousands of people who came before you, can be a rewarding and even life-changing experience…. Read More »

The Dangers of Improperly Funding your Revocable Trust

A revocable trust is an extremely popular estate planning tool that can help you plan ahead for your future. It is critical to ensure however that the trust has been appropriately funded. There is significant advantages associated with using a revocable trust, such as avoiding probate and asset management. However, you’ll never be able to… Read More »

Bill’s Blog: What’s the Long Term Prognosis of Long-Term Care?

Buried in all the post-election news was an item in the Boston Globe’s “Business” section of November 11, 2016 headlined “Hancock Leaving Long-Term Care.”  You may have missed it, but its significance is great for our clients who consider long-term care insurance (LTCI) a significant option to pay for expensive care they might need.  John… Read More »