On today’s edition of  “CT BUZZ,” Host Natasha Lubczenko welcomed Eric Hogarth, Certified Financial Planner ®(CFP) and Senior ...

Technology makes estate planning accessible across wealth spectrum while protecting AUM and creating deeper client bonds than ...

My wife and I don’t have kids. How should we do our estate plan?

Anne Rhodes of Wealth.com explains how fragmented expertise among attorneys and advisors hurts estate planning client results ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

Quick Read Probate attorney fees are calculated as a percentage of estate value. Some estates lose over $100,000 to court ...

Discover what an executrix is and how she fulfills the responsibilities of executing a last will and testament, playing a crucial role in estate planning.

Too many retirement plans are built around a single savings target. In reality, longevity, healthcare costs, market volatility, and evolving personal goals demand a far more flexible approach. A ...

McCarthy & Akers serves individuals, families, and business owners who want a clear plan for the future and a trusted guide through the process. The Estate Planning Checklist is available online and ...

The Boston Estate Planning Council (BEPC) selected Amy R. Lonergan to receive its highest honor, the BEPC Excellence ...