A 360-Degree Perspective
Helping clients manage complexity, make smart decisions and move forward with assurance is the foundation of our wealth management practice. We provide a 360-degree perspective as trustees, advisors, and attorneys offering clients an integrated wealth management solution.
Our philosophy and approach sets us apart:
- We deliver counsel and guidance with an independent and experienced point of view on essential and often emotional decisions.
- We offer an extensive array of legal, fiduciary, wealth management, estate and tax planning services all in one place.
- We provide individual attention to each client from a Hemenway & Barnes partner.
We would be pleased to discuss with you how we might meet your needs for comprehensive wealth and asset management. Learn more about our services: Wealth Managers & Trustees, Family Office Services, Charitable Planning, and Tax Planning & Reporting.
2023 Personal Tax Planning Update
The new year brings with it new tax-savings opportunities, including opportunities for tax-free gifts and extra time for tax-free growth of assets in retirement accounts. Continue reading to see the larger gift and estate tax figures, as well as this year’s federal income tax brackets. Certain strategies and tips to consider in your tax planning this year are also discussed, including new opportunities created by the passage of the SECURE Act of 2022.