Personal Financial Planning
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
We partner with a first rate financial planner that works closely with us, when necessary, to provide financial products to maximize tax laws and cover your ind. needs.
Estate planning on your own can be complicated and costly, frustrating and intimidating. Don’t be tempted to blow off — or keep putting off — estate planning, assuming that everything will work out or someone else will take care of it for you.
Your family will be grateful for the time, money, and heartache spared by your actions in planning your estate. We’re here to help you out and make estate planning easier for you.
Although each estate planning circumstance is different, in every one of them we want you to tell us everything about yourself to give us a clear picture of who you are, your current situation, and your relationships.
We help you set your estate planning goals, go over your documents such as wills, trusts, and powers of attorney, and recommend a number of appropriate options for you regarding your estate. We ensure your estate is set up so that you will pay the least amount of taxes by law at your time of death.
We’ll help you develop a plan for management of your estate if you become incapacitated, and after your death. Finally, we’ll make sure your assets get passed on to the heirs the way you desire and your estate fairly liquidated to cover taxes and other expenses.
As your elderly family member ages, he or she may need some help with their finances. Money Matter$ has just the solution.
Our skilled professionals can help your family member handle his or her finances and business duties. And you can be kept informed of every step we make, if you’d like, to be sure your family member’s needs are met.
Please contact us for a FREE consultation on elder care services today!
We offer the following business services:
- Tax Preparation
- Tax Problem Resolution
- Tax Planning Services
- Payroll Services
- Business Consulting
- Financial Statements
- Business Entity Selection
- Estate and Trust Tax Preparation
- IRS Representation
- Sales Tax Services
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How to Contact Money Matter$
Our firm’s skilled staff is fluent in all of the areas above, from personal finance topics like estate planning to business topics such as payroll. Whether you need your elderly family member’s finances taken care of or your small business bookkeeping assistance, Money Matter$ is the firm to use in the central MA area. To schedule your FREE consultation with Mary, please call 508-987-1026 today!