Home About Us Risk Analysis Insights Client Login Contact ESTATE Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Featured Video Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Featured Presentation Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Have A Question About This Topic? Name Email Question Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later. 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. ARTICLES CALCULATORS PRESENTATIONS VIDEOS Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible. Managing an Inheritance A windfall from a loved one can be both rewarding and complicated. A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible. What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons. Four Reasons Millennials Need an Estate Strategy Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now. VIEW ALL ARTICLES Contact T. A. Holland & Co. Phone: 617-523-2828 - Insurance Phone: 617-523-5656 - Financial Fax: 617-523-9441 75 State Street 1st Floor Boston, MA 02109 info@taholland.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. This communication is strictly intended for individuals residing in the states of: AZ, CA, CO, CT, DE, FL, GA, ME, MD, MA, MI, MN, NH, NJ, NY, NC, OH, OK, PR, RI, TN, TX, VT, VA, WI, offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®. Member www.FINRA.org,www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through T.A. Holland & Co., LLC or CES Insurance Agency.