About Audrey Gardner

Audrey serves as the Operations Manager at Eckert Byrne LLC. She can be reached to coordinate meetings and is available to answer any questions and calls related to your initial consultation or design meeting. It is her utmost priority to make sure that clients are well taken care of throughout their entire estate planning process.

Vacation Planning

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 [...]

2024-06-06T19:53:15+00:00June 6th, 2024|Active Clients, Estate Planning, Newsletter|Comments Off on Vacation Planning

Estate Planning as a Team Approach

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 [...]

2024-06-06T19:51:18+00:00June 6th, 2024|Active Clients, Estate Planning, Newsletter|Comments Off on Estate Planning as a Team Approach

Jones Case & It’s Implications

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 [...]

2024-06-06T19:47:56+00:00June 6th, 2024|Active Clients, Estate Planning, Newsletter|Comments Off on Jones Case & It’s Implications

Tangible Personal Property

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 [...]

2024-01-23T16:24:20+00:00January 23rd, 2024|Active Clients, Estate Planning, Newsletter|Comments Off on Tangible Personal Property

2023 End of Year Gifting and Tax Changes

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 [...]

2023-12-13T19:05:17+00:00December 13th, 2023|Active Clients, Estate Planning, Newsletter|Comments Off on 2023 End of Year Gifting and Tax Changes

Corporate Transparency Act

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 [...]

2023-12-04T19:50:50+00:00December 4th, 2023|Active Clients, Estate Planning, Newsletter|Comments Off on Corporate Transparency Act

MA Estate Tax – Pending Legislation

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 [...]

2023-09-13T20:42:42+00:00September 13th, 2023|Active Clients, Estate Planning, Newsletter|Comments Off on MA Estate Tax – Pending Legislation

How Your Estate Plan Can Care for Those You Love

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, [...]

2023-03-15T19:11:16+00:00March 15th, 2023|Active Clients, Estate Planning, Newsletter|Comments Off on How Your Estate Plan Can Care for Those You Love

End-Of-Year Gifting Strategies

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 [...]

2023-03-15T19:11:59+00:00December 6th, 2022|Active Clients, Estate Planning, Newsletter|Comments Off on End-Of-Year Gifting Strategies