Click on the each of the above links to view information regarding services that have been made avaibable specefically for residents of the Commonwealth of Massachusetts who were directly impacted by the terrorist attacks of September 11, 2001.
MOVA has agreed to provide assistance in matching victims' families to financial advisors, legal consultants, and/or counselors as necessary. When calling, inform MOVA of your needs. MOVA (Massachusetts Office for Victims Assistance) (617) 727-5200
The members of the Boston Bar Association have offered to provide free, confidential legal services to residents of the Commonwealth of Massachusetts who were directly impacted by the terrorist attacks of September 11, 2001.
- These services may include:
- Assistance obtaining death benefits.
- Assistance obtaining death certificates.
- Estate tax assistance.
- Financial Planning.
- Initial Consultations.
- Preparing estate plans for surviving members.
- Probate administration.
All members of the Boston Bar Association who are assigned to a victim's family have agreed not to accept fees of any kind in exchange for their services.
If you would like to have a confidential consultation with an attorney, please contact:
Paul Dullea
Public Service Director
Boston Bar Association
Boston, MA 02108
Phone: (617) 742-0615 ext. 308
Email: Pdullea@bostonbar.org
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Free Financial Advisory Services
The members of the Financial Planning Association of Massachusetts have offered to provide free, confidential financial advisory services to residents of the Commonwealth of Massachusetts who were directly impacted by the terrorist attacks of September 11, 2001.
In order to assure the quality of the services provided, only licensed Certified Public Accountants, Certified Financial Planners, Chartered Financial Consultants (ChFC), and Chartered Life Underwriters (CLU) will provide services to victims' families. All financial advisors who participate in this program will be required to attend a day-long training session alerting them to the unique issues which may be common among victims' families.
The services provided may include:
- Budgeting and Forecasting Services: Helping families plan a secure financial future.
- Evaluation Services : Helping families identify all assets, and liabilities, sources of income, and financial objectives (retirement, children's education, etc.).
- Federal Victim Compensation Fund: Helping families quantify the costs and benefits of participation in the Federal Victim Compensation Fund.
- Investment Advisory Services: Evaluating family portfolios and recommending investment strategies.
- Tax Advisory and Return Preparation Services: Helping families understand tax obligations and prepare and file state and federal income tax and estate tax returns.
All members of the the Massachusetts Financial Planners Association who are assigned to a victim's family have agreed not to accept fees of any kind (whether hourly or commission-based) in exchange for their services.
If you would like to have
a confidential consultation with a financial advisor, please contact:
MOVA (Massachusetts Office for Victims Assistance) (617) 727-5200
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