Cabot Wealth Management is pleased to share that Richard Moquin, Cabot’s senior tax advisor, has joined the Essex County Estate Planning Council. The Council is a group of over 100 estate planning, wealth management and other affiliated professionals, which provides educational and networking opportunities that aim to build and strengthen relationships. The purpose of the Essex County Estate Planning Council is:
- To promote cooperative efforts in the fields of estate and business planning among the professions and business enterprises represented by its members, always keeping in mind the interest of their clients;
- To engage in study, discussions, meetings and additional activities that will continuously improve their combined services;
- To promote respect and understanding of the relationships between the professions and business enterprises of its members;
- To advance public knowledge of the concept of estate and business planning.