Eckert Byrne’s Kristin N.G. Dzialo Spoke at Boston Bar Association’s Webinar, “Special Drafting Considerations for Elderly Clients”

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 [...]

2021-02-16T19:57:27+00:00February 16th, 2021|Uncategorized|Comments Off on Eckert Byrne’s Kristin N.G. Dzialo Spoke at Boston Bar Association’s Webinar, “Special Drafting Considerations for Elderly Clients”

Now is a good time to review your estate plan

Now is a good time... Dear Friends, Now is a good time to review your estate plan A few weeks ago, we mentioned the importance of yearly estate plan reviews and with February upon us, now is the time to get started! For most of us, 2020 was a whirlwind of uncertainty and [...]

2021-02-08T21:56:51+00:00February 8th, 2021|Estate Planning, Newsletter|Comments Off on Now is a good time to review your estate plan

Tax-Free Gifting This Holiday Season

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.

2021-04-26T14:16:19+00:00January 5th, 2021|Uncategorized|Comments Off on Tax-Free Gifting This Holiday Season

One Quick Test To See If A Loved One Is Losing Capacity

In the course of us helping people with their estate plans, one issue that we find that can come up is the question of capacity. Is any person involved in this estate plan losing the capacity to make decisions properly for themselves? Do they really understand what is going on?

2020-09-23T13:15:24+00:00September 17th, 2020|Newsletter|Comments Off on One Quick Test To See If A Loved One Is Losing Capacity

Estate Planning 101 Series Lesson 1: Charitable Remainder Trusts

Charitable Remainder Trusts (CRTs) are an essential estate planning tool for clients who wish to match their philanthropic goals with a fixed income stream, either for themselves or their loved ones (e.g. kids).  They work ideally with low-basis assets such as stock, but can receive any property – cash, real estate, or a retirement account.

2020-09-23T14:54:29+00:00August 21st, 2020|Newsletter|Comments Off on Estate Planning 101 Series Lesson 1: Charitable Remainder Trusts

One Tiny Step Back To Normal

It’s hard to believe it’s August. The days seem to blur into each other despite working as usual and despite trying to make things feel as “normal” as possible. I am a planner in my work, and in my life, so it’s been a challenge to be in this environment and to not be able to plan or do things in the usual way.

2020-09-23T15:00:40+00:00August 14th, 2020|Newsletter|Comments Off on One Tiny Step Back To Normal

Updating Your Beneficiaries with Your Financial Institution

This summer we have been trying to get you quick bites of information that are very "nutrient dense.” Educating you about simple things you can do that will give you a big, immediate benefit. One of the most important planning tools that is often overlooked is updating beneficiaries with your financial institutions after a major life event. 

2020-09-23T15:05:54+00:00August 6th, 2020|Newsletter|Comments Off on Updating Your Beneficiaries with Your Financial Institution