Holly Simeone

Holly is a Certified Estate and Trust Specialist and financial advisor at Berkshire Money Management. She is skilled at helping recently or soon-to-be retired professionals secure their financial futures. Holly specializes in guiding families through the often-emotional process of structuring their estates to protect legacies and reduce taxes.

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    Who to call to help settle an estate
    Who can help me settle my parents’ estate? The professionals every personal representative and executor should know

    By Holly Simeone
    August 24, 2026

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    What to do when you're named estate executor
    I’ve been named personal representative– what happens next?

    By Holly Simeone
    August 17, 2026

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    A group of adults celebrate retirement in 2026
    Retiring in 2026: Are you really ready?

    By Holly Simeone
    December 2, 2025

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    How much will you spend in retirement? Understanding your retirement expenses

    By Holly Simeone
    February 27, 2025

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    Retiring in 2025
    Retiring in 2025: Are You Ready?

    By Holly Simeone
    December 16, 2024

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    Image of two people talking about finances
    How To Talk To Your Family About Finances

    By Holly Simeone
    November 25, 2024

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