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

To discuss investment options at North Shore Bank, email  Janice Berner, reach out online or call (781) 876-4111.

For information about Baystate Finacial Services, CLICK HERE

 

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Baystate Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE. Members SIPC. Bank officers are not officers of MML Investors Services, LLC.