A letter from our president

Dear Essex County Estate Planning Council Members, Welcome to the 2016-2017 membership year. I am honored to serve as this year’s ECEPC President and I anticipate a successful season of educational events, networking and camaraderie. First, I’d like to acknowledge the leadership of our immediate past president, Ed Cahill. Under Ed’s leadership, the Council made … More A letter from our president

Impending Events May Limit Estate Planning Opportunities

According to a National Law Review article published last week, two potential changes may provide a compelling impetus to review client estate planning goals and objectives prior to year-end. To learn about other changes that may prompt a review of your clients’ estate planning goals, make sure you save the date for the ECEPC’s Year-End Tax Planning Meeting, which takes … More Impending Events May Limit Estate Planning Opportunities

Inherited IRAs: Pitfalls and Opportunities

David Strachan of Cambridge Trust speaks to ECEPC members about protecting one of their client’s most important assets “When you think about estate planning these days, people’s retirement plans are some of their largest assets,” said David Strachan, Senior Vice President and Trust Officer of Cambridge Trust Company. Strachan spoke to the Essex County Estate Planning … More Inherited IRAs: Pitfalls and Opportunities

Charitable Giving as Part of an Estate Plan

Did you know that according to Giving USA, a public-service initiative of the Giving USA Foundation, charitable giving rose 5.4 percent to a record $358.4 billion in 2014? That’s a lot of philanthropic dollars. Perhaps even more amazing is that 72 percent of those dollars were donated by individuals. Today, 20 members of the Essex … More Charitable Giving as Part of an Estate Plan