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.
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schedule a private appointment with an advisor to learn more.