Long term financial goals in Lakeville, Massachusetts

Norm Landino: Primerica - Financial Services is a reputable finance and insurance agency located at 62 Main Street in Lakeville, Massachusetts, United States. With a focus on providing comprehensive financial solutions to individuals and families, the institution offers a wide range of services including investment planning, retirement planning, life insurance, and more. With a team of experienced professionals, Norm Landino: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to build wealth, protect your assets, or plan for retirement, this institution is committed to providing personalized and tailored solutions to meet your specific needs.

Ashley E Evirs Esq is a law firm located at 104 Industrial, Lakeville, Massachusetts, United States. Attorney Ashley Evirs is a partner at the firm specializing in estate planning, estate and trust administration, and long term care planning. Ashley works with individuals and couples to design customized plans to suit their goals and needs, as well as reviews and updates existing plan documents. Her goal is to help clients avoid probate, minimize estate taxes, and provide asset protection for beneficiaries. In addition to estate planning, Ashley has experience in long term care planning and provides strategic counsel for the elderly community and their families preparing for MassHealth/Medicaid long term care applications. She counsels families on spenddown strategies, sets up Irrevocable Trusts for protection, and identifies planning deficiencies for improvement. Ashley also assists clients through the loss of a loved one, handling probate actions, resolving family disputes, acting as Trustee, and preparing estate tax returns.