Financial Advisor Peter Coughlin of Berkshire Money Management guides a couple through the estate planning process
6 Benefits of Having an Estate Plan | Protect Your Family and Legacy

An estate plan is essential for protecting the people and things you care about when you pass away, regardless of your age or wealth. However, only 1 in 3 American adults have one. I recommend that everybody create an estate plan and make adjustments anytime their family circumstances change. Your family will be glad you…

By Peter Coughlin
July 13, 2022

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New taxes to know about

Tax proposals from as recently as June 2021 have changed. The stuff that could fall under this topic has filled months and months of news coverage. Today I will focus on some interesting ones you should be aware of. I’ll keep it brief, just so that you know we’re monitoring it for you. The ABCs…

By Allen Harris
September 27, 2021

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