Posted by
Tracy Wilson |
Oct 24, 2024 |
It's National Estate Planning Awareness Week. Now is the time to Plan and Protect What Matters Most! In 2008, a resolution was passed designating the third week of October as "National Estate Planning Awareness Week." This was passed because it was estimated that over 120 milli...
Posted by
Tracy Wilson |
Mar 22, 2024 |
There are many, many good people in the world. Some strangers would give you the shirt off their back, folks who volunteer their time to help others in need, and those who hold the door open for you as you are entering a store. Especially in our tumultuous times, it is important to be kind and ge...
Posted by
Tracy Wilson |
Oct 12, 2023 |
Until recently, the Massachusetts Estate Tax Exemption has remained the same since 2006. On October 4, 2023, Governor Maura Healy signed into law Massachusetts' first tax cuts in over two decades. This includes the long-awaited Estate Tax Reform that has now doubled the Massachusetts estate tax e...
Posted by
Tracy Wilson |
May 01, 2020 |
COVID-19: Message and Resources
We are here to assist you during these difficult times
I hope that you and your loved ones are staying well and safe. It is amazing how rapidly the Coronavirus (COVID-19) outbreak has evolved globally and in our individual communities. The numbers are exponential...
Posted by
Tracy Wilson |
Apr 30, 2020 |
COVID-19 has forced so many of us to address the “what if” scenarios, especially for situations we chose to ignore. Social distancing, quarantining, grocery shopping or going outside for walks with a mask were never imaginable as part of our daily lives. Unprecedented times like these has clie...
Posted by
Tracy Wilson |
Apr 15, 2020 |
In a New York minute, our lives have changed dramatically. No one knows if and when life will return to the way it was. It may be the loss of a job, working on the front lines, children home from school, the death or illness of loved ones, or simply not living as freely due to daily changing advi...