Jay Abolofia, PhD, CFP® is a fee-only, fiduciary & independent financial planner in Waltham, MA serving clients in Greater Boston, New England & throughout the country. Lyon Financial Planning provides advice-only comprehensive financial planning for a flat fee to help clients in all financial situations.
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How to Create an Effective Estate Plan
An estate plan is used to organize your personal and financial affairs in order to prepare for the future, including the unexpected. Having a sound estate plan is both a gift to your future self and your loved ones. This process is important for everyone, no matter the size of your estate.