1500 Boston Providence Highway
Suite 36
Norwood, MA 02062

James D'Aprile, CFP®

(781) 769-6817

 

Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

 
 
 
4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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