Newsletters

Boston Legacy Planning also offers several newsletters on an opt-in basis.  These include:

  • The Legacy Advisors Alert, a quarterly summary of key legal decisions that impact estate planning.   The newsletter is prepared by Boston Legacy Planning,  and focuses on developments in Massachusetts law, as well as federal tax law.  It is available for download on the Legacy Advisor Alerts page; a shorter version, featuring 3 or 4 of the most important cases is sent by e-mail.  You can subscribe to the e-mail version from the Legacy Advisor Alerts page.
  • Business Transition Planning newsletters are provided by Pinnacle Equity Solutions.  They are well-written, and cover a wide variety of topics of interest to business owners.  Samples are available for review on the Business Transition Planning Newsletter page.  We are in the process of adding a subscription button.
  • The National Network of Estate Planning Attorneys produces a bi-monthly newsletter that covers a broad range of topics of interest to investment and insurance advisors, called Planning Partners Press.   We are in the process of making samples available, and adding a subscription button.