K.E.M. Strategic Partners LLC | 35 Village Road, Suite 100 | Middleton MA 01949 | P. 978-560-3404 | F. 978.560.1623
When do you need a will? The answer is easy: Right Now.
Second marriages are a trigger event to revisit any existing estate strategies.
How federal estate taxes work, plus estate management documents and tactics.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.