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Estate Planning

The Need for Power of Attorney

The Need for Power of Attorney POAs and other advanced directives are becoming more important  The point of the POA. A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated, the POA assigns a trusted party to make decisions on his or her behalf. There are nondurable, springing, and durable powers of attorney. A nondurable power of attorney often comes into play in real estate transactions, or [...]

By |2021-09-17T14:36:11-04:00September 17th, 2021|Estate Planning, Personal Finance|Comments Off on The Need for Power of Attorney
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Year-End Estate Strategies

Year-End Estate Strategies What you need to know to get ready for the end of the year. With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end of the year is a great time to sit down and review your preparations, especially when you're spending more time with your loved ones; even more important if you have a complicated estate that may need to get [...]

By |2020-11-13T11:45:58-05:00November 13th, 2020|Estate Planning, Personal Finance|Comments Off on Year-End Estate Strategies
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An Executor Checklist

An Executor Checklist The steps you may need to take to fulfill a major responsibility. If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character. You can approach these tasks methodically. In fact, it is probably best if you do. Here are the common steps required of executors, before and after the death of a testator. What should [...]

By |2019-02-27T13:37:36-05:00February 27th, 2019|Estate Planning, Personal Finance|Comments Off on An Executor Checklist
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When a Family Member Dies

When a Family Member Dies A financial checklist for the most difficult of times.  The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to; it is better to do it sooner rather than later. Here, then, is a list of what commonly needs to be looked after. Request copies of the death certificate. Depending on where you live, you have two or three places to turn to for this document. [...]

By |2019-02-15T12:52:13-05:00February 12th, 2019|Estate Planning, Financial Fitness|Comments Off on When a Family Member Dies
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Characteristics of the Millionaires Next Door

Characteristics of the Millionaires Next Door The habits and values of wealthy Americans.  Just how many millionaires does America have? By the latest estimation of Spectrem Group, a research firm studying affluent and high net worth investors, it has more than ever before. In 2015, the U.S. had 10.4 million households with assets of $1 million or greater, aside from their homes. That represents a 3% increase from 2014. Impressively, 1.2 million of those households were worth between $5 million [...]

By |2017-03-28T08:17:13-04:00December 7th, 2016|Estate Planning, Personal Finance, Savings and Investing|Comments Off on Characteristics of the Millionaires Next Door
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Photo Credit

Thank you to Salmon Falls Photography in Plymouth for use of their lovely photo in our header!

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Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and North Light Financial Services are not affiliated. Cambridge does not offer tax advice. Office of Supervisory Jurisdiction: 46 Accord Park Drive / Norwell, MA 02061 Phone: 781-878-4063 Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered: CA, FL, GA, HI, KY, IL, LA, MA, ME, NC, NE, NM, OR, RI, SC, TX, VT, WV. If we are not currently registered in your state please email us at info@northlightfinancialservices.com. We may be able to refer you to a representative in your area, or we may become registered in your state, at which time we could further discuss our services with you.

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