Category: Trusts & Estates

Webinar Recording: Minimizing Estate Taxes In Advance of Election – Related Tax Code Changes

Thanks to all those who could join us for RIW’s “Minimizing Estate Taxes In Advance of Election – Related Tax Code Changes” webinar. For anyone that would like to review the program or for those of you who couldn’t make it, here is a link to the recording of the webinar. Additionally, here is a link…

Read More

POSTED IN: Events, News, Trusts & Estates

Upcoming Webinar: Minimizing Estate Taxes In Advance of Election – Related Tax Code Changes

The RIW Trusts & Estates Group will host the “Minimizing Estate Taxes In Advance of Election – Related Tax Code Changes” webinar on Wednesday, October 21 from 12:00 to 1:00 PM EST. WEBINAR INFO: The Biden Tax Plan contains estate tax proposals that could be enacted relatively quickly if Democrats win the White House and…

Read More

POSTED IN: Events, Trusts & Estates

RIW Attorney Catherine Barton Rossetti Promoted to Executive Board with the Reading-North Reading Chamber of Commerce

Congratulations to RIW estate planning attorney Catherine Barton Rossetti on her promotion to the Executive Board with the Reading-North Reading Chamber of Commerce. The mission of the Reading-North Reading Chamber of Commerce is to foster a thriving business community that facilitates connections between businesses, builds engagement between businesses and residents, and contributes to long term…

Read More

POSTED IN: News, 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…

Read More

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…

Read More

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…

Read More

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….

Read More

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.

Read More

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.

Read More

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…

Read More

POSTED IN: Events, Trusts & Estates