North Shore Bank

Estate Planning

To ensure your assets are protected and distributed as you’d like, estate planning with Baystate Financial may be the answer. Successful estate planning can help transfer your assets to your beneficiaries efficiently and with minimal tax consequences. Estate planning can also ensure that family members know how you’d like your financial and medical affairs to be handled if you become incapable of making your own decisions.

The process of estate planning includes creating an inventory of your assets, talking over important decisions with family members, drafting a will and, in some cases, establishing a trust. You should consult an attorney, and perhaps a CPA or tax advisor, for additional guidance tailored to your specific situation.

Contact Us Today

For more information or to discuss your investment options please contact our Financial Representatives,
Janice Berner or George Ellison Jr..

North Shore Bank is not affiliated with MSI Financial Services, Inc. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. Securities and investment advisory services offered through MSI Financial Services, Inc. (Member SIPC) and a registered investment advisor. Products and services made available through MSI Financial Services, Inc.  are not FDIC/NCUSIF insured, not a condition of any bank service, not a deposit product, no bank/credit union/affiliate guarantee, no guarantee of insurance underwriter performance, may lose value, and the bank cannot condition an extension of credit on the purchase of an annuity or insurance product for the bank itself or one of its affiliates. L1016481624[exp0317][MA]