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‚ÄčEstate Planning

How do I make sure that my children benefit from my savings?

It took a lifetime to build the nest egg you now enjoy.  How can you make certain that your children or the causes you support will benefit from your savings?  Middlesex can help.

We start by taking the time to understand your hopes and concerns.  Is there estate tax exposure?  What about long-term medical costs?  Next we consider a range of approaches from Medicare planning to life insurance to long-term care insurance.  We will help you identify common issues and avoid costly mistakes.  We'll work with your elder lawyers, charitable giving advisors and tax planning specialists to help you put a properly prepared plan in place - one that contains your instructions and protects your wishes. 

Peace of mind, today and in the future.  

 

Just call us at 508-315-5459 or schedule a private appointment with an advisor to learn more.

 

 

 

 

 

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situation.

Strictly intended for individuals in: CT, FL, MA, MD, ME, NC, NH, RI, TX, VT. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Insured by any Federal Government Agency

Not a Deposit

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Middlesex Financial Group are separate and unrelated to Commonwealth. Middlesex Savings Bank and Commonwealth are independent entities.