Berkshire Money Management Team Completes Institute for Preparing Heirs Program

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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.
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Dalton Planning Board Approves Solar Energy Project Special Permit

By Sabrina DammsiBerkshires Staff
DALTON, Mass. — The Planning Board last week approved the special permit for Citizens Energy Corp.'s solar energy project on the closed landfill with a number of conditions.
The conditions from the special permit that was granted back in 2014 were retained. 
These include the payment of all back taxes, with any associated fees or charges, plus any current real estate taxes prior to issuance of a building or electrical permit. 
The project must comply with performance standards and all applicable federal, state, and local codes, laws, rules, and regulations.
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