Berkshire Money Management Team Completes Institute for Preparing Heirs Program

Print Story | Email Story
DALTON, Mass. — Berkshire Money Management advisors Scott Little, Peter Coughlin, Lauren Russo, and Nate Tomkiewicz all recently completed an exclusive program offered by the Institute for Preparing Heirs on the topic of "The Great Wealth Transfer: Preparing HNW Families to Prosper & Thrive Across Generations."
 
"One of the single biggest challenges facing successful families today is ensuring that the inheriting generation—the children and grandchildren—maintain control of the family assets and unity after wealth transfer," Russo said.
 
The Institute for Preparing Heirs program addresses the changing needs and expectations of successful families and addresses how family dynamics play a far greater role in successful wealth transfer than previously understood; The important role of women as the family's financial leader, the practical tools families can use to prepare beneficiaries for the opportunities and responsibilities of wealth, as well as the benefits of family meetings.
 
"Comprehensive wealth planning encompasses more than excellent investment, tax and estate planning; it's also important to ensure that your beneficiaries are prepared to receive and manage family assets in a manner to foster their development and lifetime goals," said Coughlin.
 
According to a press release, Little, Coughlin, Russo and Tomkiewicz all understand the importance of being well-versed in how a family successfully navigates through generational wealth transfer (including assets over time or estate transitions), especially against the backdrop of an ongoing and devastating pandemic. Their endeavors are indicative of BMM's commitment to continuing professional development and education so that we may continuously better serve our clients and community.
 
0 Comments
iBerkshires.com welcomes critical, respectful dialogue; please keep comments focused on the issues and not on personalities. Profanity, obscenity, racist language and harassment are not allowed. iBerkshires reserves the right to ban commenters or remove commenting on any article at any time. Concerns may be sent to info@iberkshires.com.

March Is Downtown Pittsfield Restaurant Month

PITTSFIELD, Mass. — Downtown Pittsfield, Inc. has announced Downtown Pittsfield Restaurant Month, a month-long promotion highlighting Pittsfield local downtown restaurants. 
 
Downtown Pittsfield Restaurant Month runs from March 1 to March 31, 2021.
 
People are encouraged to dine local for the month of March and share their support for local restaurants by posting a photo of a dine-in or takeout order on social media with #dinelocal. Particiapnts are encouraged to share the photo with Downtown Pittsfield Restaurant Month's Facebook page by tagging @downtownpittsfieldrestaurantmonth. 
 
 As part of Downtown Pittsfield Restaurant Month, restaurants will offer specials for the month of March. For more information, visit downtownpittsfield.com, follow @downtownpittsfieldrestaurantmonth on Facebook, or call 413-443-6501. 
View Full Story

More Pittsfield Stories