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

Cybersecurity Awareness

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.

2022-05-17T17:53:15+00:00May 12th, 2022|Newsletter, Uncategorized|Comments Off on Cybersecurity Awareness

Guidance Through Changing Seasons

Joyously, it seems New England has turned the page on winter and spring is beckoning! Our Eckert Byrne family hopes you had a pleasant Easter, Passover, or Ramadan for those who celebrate. The spring season seems to bring ruminations on change, rebirth, and growth. We’ve been through a lot of changes of late as a firm and thanks to our team’s dedication and determination, that change has sprung growth and newfound purpose.

2022-04-28T19:56:55+00:00April 28th, 2022|Newsletter, Uncategorized|Comments Off on Guidance Through Changing Seasons