Planning for Aging Dear Friends, While the weather still feels summery, the leaves are starting to change signaling a seasonal shift. Change is a constant in our lives, and it’s a good reminder to review your estate plan to make sure that all the decisions you made while creating your estate [...]
Planning for Aging Happy Mid-Summer! I was recently reflecting on the two-year anniversary of my father’s passing and my role in assisting my mom. I am often in the position of managing estates and providing guidance to the trustees of trusts, but this personal experience has offered me a different perspective. [...]
Vacation Planning Dear Friends, In the days leading up to my recent vacation in Sicily, I had a realization: I needed to revisit my estate planning documents. Like many of our clients, my busy schedule leaves little time for personal matters. When I reviewed my documents, I realized that it had [...]
Estate Planning as a Team Approach Dear Friends, As I reflect on the last 15 years of Eckert Byrne LLC, I was able to create a firm that understands that estate planning is not just about preserving wealth—it's about leaving a lasting legacy and ensuring that your values endure for generations [...]
Jones Case and It's Implications Dear Friends, As your trusted advisors in estate planning and administration, we strive to keep you abreast of changes in the law that may be of interest to you or your loved ones. We are writing to provide you with information about a September 2023 decision [...]
Tangible Personal Property Dear Friends, I hope this message finds you well as we venture into 2024. For many, the start of a new year presents an opportunity to take initiative on goals which have fallen by the wayside. For some, estate planning falls into this category; it can be an [...]
End of Year Gifting and Tax Changes Dear Friends, As another year draws to a close and the season of giving comes into full swing, it is an ideal time to consider the significant advantages of tax-free gifting. In this edition of our newsletter, we delve into the topic of charitable [...]
Corporate Transparency Act Dear Friends, I am writing to you about an important change on the horizon. The implementation of the Corporate Transparency Act will impose significant new reporting requirements on many small businesses and certain entities, and immediate action may be required before the end of 2023 to lessen or delay [...]
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 [...]
