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.
Cambridge-based life and legacy law firm Eckert Byrne LLC announces that it has added two administrative professionals to its growing team.
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.
Uncovering the Hidden Costs of Estate Planning By: Anna Byrne Featured in the March edition of Bloomberg Tax: Tax Management Estates, Gifts, and Trusts Journal View the article here: Bloomberg Tax - Tax Management Estates, Gifts, and Trusts Journal
Eckert Byrne’s Kristin N.G. Dzialo Spoke at Boston Bar Association’s Webinar, “Special Drafting Considerations for Elderly Clients” BOSTON, February 16, 2021 - Eckert Byrne attorney Kristin N.G. Dzialo spoke at the Boston Bar Association's (BBA) webinar, “Special Drafting Considerations for Elderly Clients,” on February 11, 2021. Dzialo and fellow panelists discussed special considerations [...]
Anna Byrne‘s article, “Tax-Free Gifting This Holiday Season,” was published in CPA Practice Advisor. The article focused on what is and isn't allowed when it comes to tax-free gifting. Read the full article at http://bit.ly/395d9l3.
How to Incorporate Young Children into Your Massachusetts Estate Plan While it is important for people of all ages and with all types of family circumstances to have an estate plan, for parents, estate planning takes on heightened importance. We recently discussed some special considerations for parents whose children are entering adulthood. In this [...]
