Dear Friends,

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.

I also often consider the transitions our clients are going through while administering an estate. It can undoubtedly be a whirlwind of change – especially those walking the path of inheriting an estate. It can be important to know the particulars of a family member’s estate plan if you will be the personal representative to the estate. Knowing what to expect once it is time for administration is the first step to a smooth wealth and asset transition process.

After experiencing the trials of inheriting a parent’s or loved one’s estate, our clients will naturally look to us for guidance on how to make the inevitable change their beneficiaries will experience easier and stress free.

All these feelings recalled a passage from my latest book, The Inheritor’s Guide, and I thought I’d share it with you today:

“Whether your parent has died suddenly, or they suffered through a long illness, your world has likely been turned upside down. I know that the loss and heartbreak can be overwhelming. Despite the profound sadness, there will be family and financial matters that will require attention. If you are the child that has been entrusted with this responsibility, this book will be your guide to managing and preparing for the road ahead. If you are not the child tasked with the estate administration responsibilities, this book will help you to have a better understanding of the process and what to expect from the family member or professional authorized to administer your parent’s estate. 

While our grief journey may be ongoing, we will need to move forward with the legal and logistical realities of our inheritance. For some, this will represent the first time in our life that we have sizable assets. For others who have achieved financial independence since moving away from the parental home, the inheritance may be less about the actual assets and more about the significance and the meaning of becoming a steward of the family legacy.”

To order a copy of The Inheritor’s Guide you may click here.

As always, we are here for you. Please reach out if you have any questions or concerns.

Best wishes,

Anna

“We are travelers on a cosmic journey, stardust, swirling and dancing in the eddies and whirlpools of infinity. Life is eternal. We have stopped for a moment to encounter each other, to meet, to love, to share. This is a precious moment. It is a little parenthesis in eternity.”

Paulo Coelho, The Alchemist