
Emily Parker Beekman
Emily Parker Beekman is a Wealth Planning Advisor at CI Eaton Private Wealth in Boston. She works with clients and their advisors to develop and implement their estate planning, wealth transfer and charitable planning strategies.
Prior to entering the wealth management field, Emily spent 10 years as a practicing trusts and estates attorney, where she assisted clients and generations of families regarding estate planning, estate and gift taxes, probate law, probate avoidance, estate and trust administration, philanthropy and specialized in estate planning for disabled persons, guardianship and conservatorship matters and long-term-care planning and other elder law matters.
Emily was recently accepted into the American College of Trust and Estate Counsel (ACTEC) New England Fellows Institute.
Email: ebeekman@cieatonprivatewealth.com | Website: https://ria-cipw.com/eaton | LinkedIn: www.linkedin.com/in/emily-parker-beekman-5b123939/
Latest articles by Emily Parker Beekman
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How Should Your Children Inherit? 4 Scenarios Where ‘Equal’ Is Not Appropriate
Equally sharing the wealth among the kids isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
By Tracy Craig, Fellow, ACTEC, AEP® Published
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Making a Killing in Cryptocurrency? There’s a Tax on That
If you sell it, capital gains (or losses) kick in, and if you gift or inherit a lot of it, the IRS might want a piece of the action.
By Tracy Craig, Fellow, ACTEC, AEP® Published
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Got Cryptocurrency or NFTs? They Need to Be in Your Estate Plan
cryptocurrency Handled incorrectly, these popular assets could go poof. You need a password-sharing plan, a plan for naming beneficiaries and possibly a trust.
By Tracy Craig, Fellow, ACTEC, AEP® Published
cryptocurrency -
Your Vacation Home Needs an Estate Plan!
estate planning There are several ways to pass on a vacation home down to your loved ones, and they all come with some pros and cons to consider.
By Tracy Craig, Fellow, ACTEC, AEP® Published
estate planning -
TOD Accounts Versus Revocable Trusts – Which Is Better?
savings Both help you pass down assets while avoiding the time and expense of probate, but one comes with a lot more flexibility than the other.
By Tracy Craig, Fellow, ACTEC, AEP® Published
savings