Category

Estate Planning

Estate PlanningInheritanceSudden WealthTax & Estate PlanningTrustsUpdated for 2022Wealth and Family

Inheriting a Trust Fund: Distributions to Beneficiaries

If you're inheriting a trust fund, you likely have questions about how the distribution payouts to beneficiaries work and the tax implications. While general information about how trust funds work is useful, there are limitations. Trusts can be complex, highly customizable tools, so what applies to one situation may not…
Kristin McKenna
August 31, 2020
Boston financial advisorChoosing a financial advisorDiversificationEstate PlanningFinancial PlanningInvesting

5 Most Common Financial Mistakes Investors Make With Their Money

5 Most Common Financial Mistakes Investors Make Money management without the support of a financial advisor is hard. Things can easily fall through the cracks. At Darrow Wealth Management, the majority of new clients never worked with an advisor before. Here are the top 5 most common (and costly) financial…
Kristin McKenna
December 7, 2018
Estate PlanningTrusts

8 Common Misconceptions About Trusts

Although many Americans are familiar with the broad concept of a trust, there are numerous misconceptions about what they are, who they're for, and the benefits they can - and cannot - provide. One of the most common misconceptions about trusts is that they are only a tool for the…
Kristin McKenna
January 10, 2018