November 12, 2019 | Main Office
Strategies for Retirement Savings
We want to make sure that we can afford to retire. Saving for retirement takes careful planning and follow-through. There are steps you can take to help ensure your financial future.
November 08, 2019 | Main Office
Common Mistakes About Social Security
Social Security can be confusing with many people believing many things. We've been hearing that Social Security is about to run out of money and many people believe it. Social Security funds come from taxes collected from our paychecks and from a trust fund of U.S. Treasury securities. It is the trust fund that is in jeopardy not money collected through our paychecks. This means that if the trust fund is depleted, Social Security can still pay 77% of anticipated benefits. Congress will very likely step in to strengthen Social Security's finances.
October 30, 2019 | Main Office
Taxes Collected by Private Collection Agencies
The IRS now can and does use private agencies to collect some taxes. The private collection agencies are typically used for older and overdue tax accounts or if the IRS is unable to work the case due to lack of resources.
October 23, 2019
Non-Custodial Parent and School Records
In most cases, custodial and non-custodial parents have the right to access their children's school records. The important information in your children's school records enables the parents to guide their children in their education.
October 16, 2019 | Main Office
An Estate Plan's Components
A good estate plan has many vital components. You want to make sure that your estate plan is structured to avoid probate, save on estate taxes, protect your estate if you move into a nursing home, and appoint someone on your behalf if you become incapacitated.
October 09, 2019 | Main Office
Your Unclaimed Property
You might have more money or assets than you realize. There is currently approximately $2.4 billion in unclaimed property in Massachusetts. These lost funds are...
October 02, 2019 | Main Office
Will My Estate Pay MassHealth?
Yes, your estate might pay MassHealth for services after you die.
Under federal law, states must try to recoup the costs of nursing home care as well as other services for people over age 55. States may also recoup costs for other Medicaid services.
September 27, 2019
Avoid Employee Lawsuits
No business owner wants to be sued by their employee. It can be very expensive and time consuming. There are many steps you can take to reduce the likelihood of such a suit.
It is vital to have an Employee Handbook. It is very important to have the policies and procedures...
September 25, 2019 | Main Office
WEBINAR: Effective Estate Planning Solutions for Today's Challenges
September 17, 2019 | Main Office
Tax Debt Can Impact Your Passport
Can unpaid taxes keep you from your travel plans? Yes it can, if your travel is to a foreign country. Significant tax debt...