South Shore Estate Planner is a learning resource about estate planning for south shore residents. Like you, we work for a living. A lifetime of effort—tied to the dreams you have for yourself, your family, children, and philanthropies—deserves due care and protection. We're passionate about asset management because we're passionate about life and its rewards. SSEP was created by a south-shore native who noticed financially mature family members were the most vulnerable to asset loss due to scams, taxes, and misunderstood policies. SSEP provides a solid first step in taking full agency of not only your financial future, but the future of your finances.
Have a question about SSEP or about estate planning? Get in touch today.
