Webcasts
Oct 22, 2020: In this webcast, experts from Brookline Bank and Fiduciary Trust Company discuss their outlook on the Massachusetts, U.S, and international economies and markets and help you stay informed and prepared for what may be ahead. ▸
Wealth Planning
Keeping a vacation home in the family requires understanding the next generation’s interests and evaluating the transfer options for the home. ▸
Trusts and Estates
As the significance of IRAs has grown, it has become more common to name trusts as IRA beneficiaries. This article looks at key considerations for inherited IRAs and trusts. ▸
Information Security
In this article, Director of Financial Planning Jody King shares proactive actions you can take to protect your personal information. ▸
Next Gen
Ongoing family discussions can help ensure wealth and values can be successfully passed on to the next generation. ▸
