Legacy & Estate Planning

“Everybody has a legacy. The only question is whether it's an accidental one, or an intentional one.”

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A will is only the beginning. From our office in Hingham, we work with families across the South Shore, Scituate, Duxbury, Cohasset, Norwell, and beyond, alongside your attorney to make sure your beneficiaries, account titling, and overall plan all point the same direction. So what you've built reaches the people and causes you intend, with as little as possible lost to Massachusetts estate taxes and confusion.

What We Do

  • Review and align beneficiary designations across all accounts
  • Coordinate with your attorney on wills and trusts
  • Reduce estate-tax exposure where it applies
  • Plan tax-smart inheritances for your heirs
  • Structure charitable giving that reflects your values

Why Book a Meeting?

Most people's beneficiary forms and titling quietly contradict their actual wishes. A review now makes sure your plan does what you think it does, before it ever has to.

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Investments & Wealth Management

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Tax Planning

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Retirement Income Planning

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Health Care & Long-Term Care

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Disclosure

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Insurance products are offered through the insurance business Rowlette and Associates, LLC DBA South Shore Retirement Services (RA/SSRS). RA/SSRS is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by RA/SSRS are not subject to Investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 6034751 - 10/26

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Disclosures

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of South Shore Retirement Services is stated or implied. Retire South Shore Radio is a paid placement. Insurance products are offered through the insurance business Rowlette and Associates, LLC DBA South Shore Retirement Services (RA/SSRS). RA/SSRS is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by RA/SSRS are not subject to Investment Advisor requirements. 6034751 - 10/26