Wealth Planning
Wealth Planning: Is Your Financial House in Order?
This article discusses how to create a comprehensive wealth plan to meet your goals and then implement that plan.
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A 401(k) Left Behind: Is a Rollover to an IRA Right for You?
When you leave an employer, deciding what to do with a former 401(k) is an important — but often overlooked — choice that should be evaluated in the context of your broader financial plan.
The One Big Beautiful Bill: Things You Should Know
There are a number of key provisions in The One Big Beautiful Bill, signed into law on July 4, 2025, that are important for personal income tax planning and wealth transfer strategies.
Prepare for Possible Sunset of High Estate Tax Exemption
In a webinar with Trusts & Estates, experts from Fiduciary Trust Company and Dungey Dougherty discuss possible considerations and opportunities for the TCJA sunset.
MA Governor Healey Signs $1B Tax Reform Package Impacting Estate Taxes
On October 4, 2023, Governor Maura Healey signed a $1B tax reform package. This insight explores the key provisions as well as its impact.
SECURE 2.0 Encourages Retirement Savings
SECURE 2.0 was signed into law by President Biden in 2022. This article focuses on some of its key provisions and retirement considerations.
Planning with the Massachusetts Millionaires Tax
This article explores a few planning ideas to potentially decrease the impact of the Massachusetts Millionaires Tax which went into effect in 2023.