Category: Trusts & Estates

Trusts & Estates Alert: COVID-19 and Your Estate: Planning Considerations During These Difficult Times

We find ourselves in an unwanted new world, some say a “new normal”. As the pandemic continues, here are some things to consider as part of your estate planning matters. It is particularly important to evaluate the choices of fiduciaries that you have named/nominated or will name in the following estate planning designations: Your durable…

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POSTED IN: Articles & Quotes, COVID-19, News, Trusts & Estates

Trusts & Estates Alert: Estate Planning Developments in the Midst of the COVID-19 Crisis

The novel Coronavirus has impacted nearly every aspect of our daily lives. The current crisis presents unprecedented obstacles that can only be remedied over time. This alert will address recent developments related to the crisis in the estate planning context.  Massachusetts Temporary Virtual Notarization Act Signed Into Law On a practical level, mandatory shutdowns of…

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POSTED IN: Articles & Quotes, COVID-19, News, Trusts & Estates

Trusts & Estates Alert: How the SECURE Act Impacts Your Estate Plan

The Setting Every Community Up For Retirement Enhancement (“SECURE”) Act was signed into law on December 20, 2019, with an effective date of January 1, 2020. The Act makes sea changes to the planning landscape for qualified retirement plans, requiring that IRA, 401(k), and other qualified retirement plan beneficiaries of individuals who die on or…

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POSTED IN: Articles & Quotes, News, Trusts & Estates

RIW Attorney Catherine B. Rossetti Attends Reading-North Reading Chamber of Commerce Annual Meeting

RIW Estate Planning Attorney Catherine B. Rossetti attended the Reading-North Reading Chamber of Commerce Annual Meeting as a member of the Board of Directors. Pictured: Jay Ash, former Massachusetts Secretary of Housing and Economic Development, current CEO of Massachusetts Competitive Partnership; Catherine Barton Rossetti, Esq.; and Massachusetts House of Representatives Minority Leader Bradley Jones, Jr.

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POSTED IN: News, Trusts & Estates

Podcast: Estate Planning Attorney Bill Friedler on life, the law… and good reasons for attending to your estate planning matters

Podcast: Estate Planning Attorney Bill Friedler on life, the law… and good reasons for attending to your estate planning matters. Listen to the full Podcast here.

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POSTED IN: Articles & Quotes, Trusts & Estates

RIW Trusts & Estates Attorney Bill Friedler Appointed to the Brookline Community Foundation Professional Advisors Committee

Congratulations to RIW Trusts & Estates attorney Bill Friedler for his appointment to the Brookline Community Foundation Professional Advisors Committee.

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POSTED IN: News, Trusts & Estates

RIW Trusts & Estates Attorney Bill Friedler will Present on a Wesleyan University Alumni Panel

RIW Trusts & Estates attorney Bill Friedler will present as part of a panel discussion focused on retirement, estate, and philanthropic planning. Bill Friedler’s topic will address philanthropic estate planning in light of the recent changes to the Federal estate tax law. The event presented exclusively for Wesleyan alumni, will take place on Thursday, September…

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POSTED IN: Events, Trusts & Estates

Estate and Business Succession Planning After the Tax Cuts and Jobs Act of 2017

Estate and Business Succession Planning  After the Tax Cuts and Jobs Act of 2017 Minimizing Taxes and Maximizing Legacies This webinar will take place on Wednesday, May 23, 2018 at 12pm. The webinar will address the Tax Cuts and Jobs Act, and the estate planning opportunities it offers high net worth individuals, and closely-held business owners. …

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POSTED IN: Events, Trusts & Estates

Trusts & Estates Alert: Estate Planning After the Enactment of the Tax Cuts and Jobs Act

On December 22, 2017, President Trump signed the “Tax Cuts and Jobs Act” into law. The new legislation represents a compromise between House and Senate Republicans on their respective tax overhaul proposals, and is the most significant tax reform legislation to be enacted in over thirty years. Although the inherent complexities of the new legislation,…

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POSTED IN: Articles & Quotes, Trusts & Estates

Include Digital Assets in Your Comprehensive Estate Plan

Creating or updating an estate plan is a collaborative process by which you and your professional advisors can achieve your goals for passing property to loved ones while minimizing estate tax liability and avoiding probate.  This collaboration requires a comprehensive inventory of your property so that your advisors can make appropriate recommendations for an estate…

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POSTED IN: Trusts & Estates