What Documents Should I Keep vs Shred?
So. Many. Papers. What documents should you keep and for how long? Find out what to save and what to shred in this informative blog!
Is it Time to Re-Build or Refresh Your Firm's Online Brand?
Are you an attorney or service professional that is looking to build or refine your company's brand but not sure where to start? Recently, Peabody Wealth Advisors Mike Murray spoke with Michele Correnti, founder and owner of Correnti Marketing to learn more about how her company helps attorneys and service professionals create a brand identity for today's modern marketing needs.
529 vs. Other Educational Savings Programs
This blog will discuss education savings programs, including 529 plans and other options.
What Are SLATs (Spousal Lifetime Access Trusts) and Who Are They For?
This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.
What is My Tax Bracket for the 2023 Tax Year?
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2023 tax year, which most taxpayers will file in 2024.
Estate Planning Tips for Blended Families
This blog will provide helpful information about what estate planning might look like for blended families.