Blogs by Tracy Wilson

Plan and Protect What Matters Most!

Posted by Tracy Wilson | Oct 24, 2024 | 0 Comments

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...

BEWARE OF SENIOR SCAMS!

Posted by Tracy Wilson | Mar 22, 2024 | 0 Comments

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...

FINALLY!!! ESTATE TAX REFORM IN MASSACHUSETTS

Posted by Tracy Wilson | Oct 12, 2023 | 0 Comments

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...

We are here to assist you during these difficult times

Posted by Tracy Wilson | May 01, 2020 | 0 Comments

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...

Estate Planning During COVID-19

Posted by Tracy Wilson | Apr 30, 2020 | 0 Comments

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...

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