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.

Get in touch
    A woman hides behind a stack of estate plan documents
    Your estate plan isn’t finished when you sign the documents: Get help with estate plan implementation

    By Holly Simeone
    November 2, 2026

    Read More
    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

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

    By Holly Simeone
    August 17, 2026

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

    By Holly Simeone
    December 2, 2025

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

    By Holly Simeone
    February 27, 2025

    Read More
    Retiring in 2025
    Retiring in 2025: Are You Ready?

    By Holly Simeone
    December 16, 2024

    Read More