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How to Make Your Inheritance Last: Best Ways To Invest
Most people believe that receiving a large inheritance from a loved one would be life-changing. However, there’s a significant group of people who see little to no change. At least one study…
Can You Get a Step-Up in Basis with an Irrevocable Trust In Massachusetts?
Estate planning is a complex process, especially when it comes to maximizing tax benefits. One of the key questions many Massachusetts residents have is whether they can benefit from a “step-up in…
Reviewing Your Estate Plan after the Death of a Loved One
The death of a loved one is never easy. Regardless of your relationship with the deceased (for example, a relative, significant other, or close friend), you need space and time to process…
3 Tips for Every New Homeowner
Congratulations on your new home! Whether this is your first home, or you’re upgrading or downsizing, buying a home is a significant milestone in life. With such a major event, it’s important…
Sometimes You Have to Take the Plunge
Did you know that immersing yourself in 50-60 degree water can have surprising benefits for your health? Cold plunging, when done safely, can boost your immune system, improve circulation, and even enhance…
Protecting Your Assets From Taxes And Other Liabilities In Massachusetts
At Jordan & White, LLC, we understand that protecting your assets from taxes and other liabilities is crucial for preserving your family’s wealth. Let’s explore effective strategies to safeguard your assets in…
Celebrating AnnMarie Zampitella’s Exceptional Contributions
At Jordan & White, LLC, we believe in celebrating the remarkable people who make our firm a wonderful place to work and thrive. One such individual is AnnMarie Zampitella, our Office Administrator…
Five Key Steps For Effective Asset Protection In Massachusetts
At Jordan & White, LLC, we understand the importance of securing your assets against potential legal threats and financial uncertainties. Asset protection is essential to financial planning, especially in Massachusetts, where local…
Protecting Your Elderly Parents’ Assets In Massachusetts
At Jordan & White, LLC, we understand families’ concerns about protecting their elderly parents’ assets. Ensuring your parents’ hard-earned wealth is preserved and transferred smoothly can bring peace of mind. Here, we’ll…