Your financial planning checklist for moving to the Berkshires from New York, Connecticut, and beyond
Free downloadable guide
You’re on the move; don’t leave your wealth behind! Our licensed financial advisors created this 21-point checklist to help new neighbors like you update their financial plans during and after a move to Massachusetts – and especially the Berkshires.
WHAT’S INCLUDED IN YOUR DOWNLOAD:
Protect your assets and yourself
Moving to the Berkshires (and Massachusetts in general) can change your insurance, tax, and estate planning outlook. Don’t miss these important steps during your move!
Feel confident in your new Berkshire home
Our free moving checklist is designed to help you take care of what’s important – and stop worrying about the rest.
Tailored advice
The advisors at Berkshire Money Management are experienced in helping new neighbors from New York, Connecticut, and other regions make the transition to full-time life in the Berkshires.
