The HuB ~ Winter Newsletter
Spring forward with the 4th edition of The HuB*

As the snow continues to fall and winter lingers a little longer, we find ourselves in that familiar transition point between seasons. With daylight stretching a bit further and the time change just around the corner, it’s a natural moment to look ahead while also reflecting on what matters most—especially the connections that link us across ages and generations.
In this edition, we explore ideas and strategies designed to help you foster strong intergenerational ties. Whether you’re guiding the next generation, collaborating across diverse teams, or shaping a long-term legacy, we hope the insights gathered here provide practical value and fresh perspective.
Thank you for the trust you place in us. We’re committed to supporting you with guidance that helps you stay informed, prepared, and connected—through every season.
— Mark Elefante, Managing Partner
Insights for You
Intergenerational Connections: What Unites Us Matters More than What Divides Us
Much has been written about generational differences. While these distinctions can be useful, they can also distract from a more strategic question: What human needs unite us across generations? We recently explored this question in collaboration with research firm, Human-ology. Continue reading to see what important insights emerged.
More than Memories: Estate Planning for Vacation Homes - Part 4 – Avoiding and Resolving Disputes
Whether you are looking to own a vacation home for a couple of years or to keep it in the family for generations, the planning you do now can help you avoid challenges down the road. In this four-part series, we discuss ownership structures, tax benefits, estate planning, and tips to help avoid disputes. Continue reading Part 4 to learn more about proactive strategies to minimize the risk of family conflicts.
Tandem Use of Private Foundations and Donor Advised Funds
Private foundation or donor advised fund (DAF)? It doesn't have to be an either/or choice. In this article, we provide some examples of how private foundations and DAFs can be used together to achieve complementary goals.
A Market Update from Hemenway Trust Company: January 2026
We are sharing this Market Update from the investment professionals at Hemenway Trust Company, a New Hampshire based private trust company. Continue reading to learn more about the investment team's perspective on forces shaping today's markets, the impact of AI, interest rates, and their outlook on what's to come.
Tax Corner
Navigating complex tax decisions with confidence.
Every financial decision—whether personal, business-related, or charitable—carries potential tax implications. The new year brings with it new tax-savings opportunities, including opportunities for tax-free gifts. With the passage of the One Big Beautiful Bill Act in 2025, we have clarity on what the federal exemption will be for the foreseeable future, as well as expanded opportunities for planning. Our goal is to help you make informed, tax-efficient decisions tailored to your unique circumstances.
Featured Article:
Watch List
Some of the Issues We Are Watching
We are always monitoring legal, regulatory, and policy developments that could impact you. Here are a few of the issues we’re keeping an eye on.
Navigating Challenges Facing the Healthcare System
Hemenway & Barnes is pleased to partner with the Massachusetts Nonprofit Network to present the 2026 Public Policy Forum Series.
Massachusetts State Senator Cindy Friedman will speak about efforts around federal issues and challenges facing the healthcare system at the next forum on March 20 at 10:00 AM.
Foreign Grantmaking for U.S. Nonprofits
Eleanor Evans will co-present the session “Foreign Grantmaking for U.S. Nonprofits - Legal Essentials for Counsel” at the 27th Annual Nonprofit Law Conference on March 4, 2026.
This annual event highlights key developments in nonprofit law, offering practitioners practical insights to stay at the forefront of the field.
Rooted in Our Community
It's Personal
Since the firm's founding more than 160 years ago, we've prioritized contributing and engaging within the community. Here are a few places we have sought to build connections and support others. We welcome your suggestions and collaboration.
Making a Life in Photography - Rollie McKenna
We were so excited to attend the opening of the traveling exhibition at the Center for Creative Photography at the University of Arizona, a wonderful reflection of the Rosalie Thorne McKenna Foundation’s mission to preserve her legacy for future generations.
Advancing Historic Preservation Efforts in Boston
In 2025, the Legacy Fund for Boston awarded 11 nonprofits grants to support projects that enhance Boston’s cultural character, historic spaces, and sense of community.
We hope to see you at an upcoming event
- MBA 13th Annual Probate Law Conference March 19, 2026
- BBA Higher Education Legal Conference March 19, 2026
- A Night to Dream hosted by Mildred's Dream Foundation March 21, 2026
- Massachusetts Black Lawyers Association Gala April 10, 2026
- John and Abigail Adams Benefit April 11, 2026
- 2026 Transforming Lives Gala hosted by Boston CASA April 16, 2026
- LifeSavor 2026 hosted by Community Servings April 30, 2026
Firm News
News
Hemenway & Barnes Promotes Claire Myers to Director of Estate Administration and Expands Team with Addition of Patricia Hallowell
News
Hemenway & Barnes Helps Ensure Prisoners’ Families Receive Settlement Funds
News
Emily Pomeroy Joins Hemenway & Barnes Private Client Group
Spotlight: America's 250th Celebration
As we mark the 250th anniversary of the Declaration of Independence, we celebrate the generations that have shaped our nation and share events that bring people of all ages together.
March 5 | 5:30 – 6:30 PM
Faneuil Hall, Boston
On the anniversary of the Boston Massacre Anniversary, join the recreation of a historic Faneuil Hall Town Meeting debating the fate of the British soldiers who fired into the crowd on King Street
Now – April 21
Boston Public Library, McKim Exhibition Hall, Central Library in Copley Square
Revolution! 250 Years of Art & Activism in Boston exhibit features more than 100 artworks and documentary materials from the BPL’s renowned Special Collections. The exhibition explores America’s evolving struggles for freedom, civil rights, and belonging.
Ongoing
Museum of African American History, Boston
Visit the Black Voices of the Revolution: Liberty, Emancipation, and the Struggle for Independence exhibit. Interact with AI-driven, holographic images of primary sources, and the men and women who represented the African American community in Massachusetts during the period from the 1620s to 1800.
Topics you want covered?
If there are areas you want to hear more about, or have us cover in future issues, please let us know. At work or in personal matters, life always has its moments - and we are here to help as well as plan accordingly.
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