MA Estate Tax – Pending Legislation Dear Friends, I hope your summer was restorative and rejuvenating. For me, September is a new start and I feel energized to target new goals. You may have heard that the Massachusetts legislature is contemplating a change to the Massachusetts estate tax and I wanted [...]
Your Child and the Deed to Your Home Dear Friends, "Beware the Ides of March!” March 15th per the Romans was the day of settling debts and a fitting title to this month’s newsletter. Some clients want to reduce estate taxes or move assets out of their estates by adding their [...]
How Your Estate Plan Can Care for Those You Love Dear Friends, In the depths of winter, I consider February the month of love because of St. Valentine. In my practice, I reflect on ways in which our clients have displayed caring through their own estate planning. Believe it or not, [...]
End-Of-Year Gifting Strategies Dear Friends, The season of giving is here, which means the annual exclusion deadline for tax-free gifts is fast approaching. The common question I get asked is, “What can I gift tax-free before the year comes to a close?”. It can be difficult to distinguish between what is [...]
Thankful and Grateful: Eckert Byrne's Thanksgiving Message Dear Friends, This season is traditionally about gathering with loved ones and expressing gratitude for what we have. It’s about celebrating all that we have in our lives that is bountiful and good. It’s the opportunity to practice seeing ALL that surrounds us for [...]
Scary Scams to Look Out for This Halloween Dear friends, We hope you’ve all been enjoying the beautiful fall weather! Who doesn’t love the fall? Apple picking or pumpkin picking with the family. Sipping on hot apple cider and eating cider donuts. Dressing up for Halloween or being spooked by all [...]
Our New Video Series Is Here! Dear Friends, We at Eckert Byrne hope you are having a splendid start to the New England summer! While it seems to be a busy time for all of us with graduations, travel, weddings, and so on – I wanted to take this opportunity to [...]
A Warm Welcome! Dear Friends, I hope you are well and healthy after a restful summer. As we ease into fall, the change of season brings new color and energy to our routines. Now in our 13th year, our practice continues to expand and offer services that reach beyond estate planning [...]
Today, we celebrate #NationalLegacyDay, a day where we encourage you to review your estate plan and ensure your legacy documents are in order and up to date.
We recently had a friend of the firm reach out detailing an unfortunate phishing scam they fell prey to. While it didn’t affect our firm or any of our clients, it was nonetheless unsettling news. The target was tech savvy, knowledgeable in their field of finance, and always cautious. Sadly, it seems that as the technology around us becomes more advanced, so do the scammers that aim to deceive honest people.