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Testimonials

We had a very comprehensive plan – Dagmar thought of so many things I would never have thought of, and she had the expertise to handle these issues.
P.M.

Dagmar asked the right questions regarding my current and future plans, and listened to my concerns in helping me develop a plan that suited me perfectly.
R.M.

Send questions to:

ClientServices@
PollexEstatePlanning.com

45 Braintree Hill Park
Braintree, MA 02184

Tel: 781.535.6490
Fax: 781.394.0305



Articles & Links


Estate Planning Articles

Protecting Your Bank Accounts – New FDIC Rules

Priceless Memories

Your Personal Legacy

New Tax Saving Opportunities

Homestead Protection in Massachusetts


Links to Sites with Helpful Information

To find a qualified elder law attorney
www.naela.org

For help on how to plan for a family member with special needs
www.achievingindependence.com

A website with useful information & answers about a wide range of elder care matters from members of the national ElderCare Matters Alliance
www.eldercarematters.com

Tax forms and information about federal taxes
www.irs.gov

Social security information and calculators
www.ssa.gov

Information about benefits for veterans and their family
www.va.gov