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Washington Trust Wealth Management
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  • Market Update: Challenging Times, But Isn’t It Always? Over the past 35+ years as an investment professional, I have likely used the words ‘challenging’ or... June 18, 2025

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Trust & Estate Planning

  • The Benefits of Naming a Corporate Trustee May 01, 2025
  • Ensuring Your Real Estate Bequests are a Gift, Not a Burden July 09, 2024
  • Estate Planning, Part 2: Understanding and Implementing Your Plan June 04, 2024
  • Estate Planning, Part 1: Preparing to Meet with Your Attorney May 22, 2024
  • Give The Gift of Clarity To Your Family November 28, 2023
  • Massachusetts Estates Benefit from Recent Tax Relief Package October 11, 2023
  • Wealth Planning for Aging Parents: A Path to Peace of Mind September 01, 2023
  • There’s No Place Like Home: Avoid these pitfalls when changing your tax domicile. July 25, 2023
  • Transferring Generational Wealth: Don’t Let This Limited Opportunity Sunset June 29, 2023
  • 5 Common Pitfalls to Avoid in Estate Planning May 02, 2023
  • Yours, Mine, and Ours Estate Planning for Blended Families November 02, 2022
  • Choosing an Executor or Trustee August 23, 2022
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