As we emerge from the pandemic, we are slowly welcoming back clients into our office. This is allowing us to conduct more in-person meetings and schedule what may be one of our most important services: the Family Legacy Meeting. Never has it felt so satisfying to connect with other members of our community and we hope to take full advantage of this newly regained privilege.
Anna Byrne was recently a featured guest on the "Wealthy Woman Lawyer" podcast to discuss her new book, The Inheritor’s Guide: A Legal, Financial, and Emotional Guide for Adult Children Managing Their Parent’s Legacy.
BOSTON, July 7, 2021 - Eckert Byrne attorney Kristin N.G. Dzialo has been appointed Co-Chair of the Cambridge Community Foundation's (CCF) Professional Advisors Council (PAC) effective July 1, 2021 for a two-year term. Dzialo has been a member of the PAC since December 2016. The CCF’s Professional Advisors Council is a group of investment, [...]
I am delighted to announce the release of my second book, The Inheritor’s Guide: A Legal, Financial, and Emotional Guide for Adult Children Managing Their Parents' Legacy. The Inheritor’s Guide is a manual for anyone who has lost a parent and wants to gain an understanding of the step-by-step process of transitioning wealth from one generation to the next.
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. Each year on May 24th, we recommend a comprehensive review of wills, trusts, health care directives, funding, passwords, and all the documents needed to secure one’s legacy, gain peace of mind, and make things easy for loved ones.
Navigating the probate process for an estate plan after losing a loved one can be a similar experience to Dorothy traveling on the yellow brick road - confusing and filled with unexpected surprises. Read our latest newsletter, authored by Kristin Dzialo, to learn more about the probate process and hopefully minimize any ‘flying monkeys’ or ‘wicked witches’ for you and your loved ones on this journey.
By Anna Byrne, Founding Partner & Author
Proposed Estate/Gift Tax Changes That Will Impact Our Clients Each new administration since President Jimmy Carter has passed tax legislation within the first year of taking office, and without a divided Congress, it is likely that more clients will face the prospect of a taxable estate under the Biden administration. There are two proposed [...]
By Anna Byrne, Founding Partner & Author
An Eckert Byrne PSA: Beware of Internet Fraud Being home and isolated during this pandemic has dramatically increased our use and reliance on technology. Many of our parents are learning to Zoom, Facetime, and manage Facebook accounts. The pandemic has increased our virtual connections, but sadly, decreased our in-person connections. Isolated and lonely elderly [...]
