Taking care of your family today & forever-after
meet Jennifer Taddeo
Estate Planning Attorney | Master of Law (LL. M.) in Taxation | Mom
Massachusetts-based estate planner for individuals and families at all stages of life.
I first became fascinated by the complexities of tax law during an internship at the NCAA’s legislative affairs office in DC. This led me to sign up for Marty Ginsburg’s tax class. (Yes, Justice Ginsburg’s husband!) His enthusiasm for the subject matter quickly turned that fascination into a full-blown love affair and I haven’t looked back since.
After graduating from Georgetown University Law Center, I began working in international corporate tax. Although I found it challenging and even fun at times, I never felt like I was making the kind of impact my heart desired. I wanted to make a positive impact in the world, and adding a few cents of profit per share for international companies just wasn’t going to cut it.
By this time, I had moved back to Boston, and continued to work on my LL. M. (Master of Laws) in the evenings, and began taking classes focused on estate tax.
Attending classes and participating in brown bag luncheons hosted by the Boston Bar Association’s Trust and Estate Section introduced me to a friendly community of estate attorneys who made me feel welcome, which solidified my newfound passion.
I also learned that many families who don’t have estate plans — or who don’t have a good estate plan — can easily get torn apart, but it could have been avoided with a well-thought plan in place. I realized this was the way I could make a positive impact on the lives of families.
Fast forward to today and I’m proud to work as an estate tax and planning specialist, an Accredited Estate Planner®, and an AV-rated Martindale Hubbell attorney.
Hi! I'm Jenn Taddeo (she/her/hers), founder of Estatewise Advisory
For 20+ years I’ve dedicated my career to helping families simplify the complex process of estate planning and probate and trust administration. I offer customized experiences to help de-stress what can often be an emotionally-taxing (forgive the pun) process.
More than accolades, though, I get to offer my expertise to help families and individuals simplify the complex process of estate planning, probate administration, and trust administration so they can live their most empowered lives.
Together, we’ll build a comprehensive roadmap to guide them through the inevitable complexities that will arise regarding your assets.
A well-designed estate plan is one of the most gifts you can give your family.
Death, taxes, inheritance, and other estate-related subjects are often as difficult to plan for as they are to talk about. I’m here to demystify these taboo topics, streamline the planning process, and help you gain a little well-deserved peace of mind.
Families caught unprepared when tragedy strikes are often pulled apart due to complicated financial disagreements — not to mention expensive, protracted litigation. Even in families where everyone gets along, the lack of an estate plan (or an incomplete, “unfunded” estate plan) can cause significant court and legal fees and tie-up distributions for a year or more.
Bringing death and taxes to life
A well-designed estate plan is one of the most important gifts you can give your family.
busted.
Estate planning myths,
❌ Only wealthy families need estate plans.
✅ No matter your wealth, estate planning is key to setting your family up for generational success.
❌ All my assets automatically go to my spouse.
✅ Some may, but it’s not always that simple. It’s always better to have everything laid out in clear terms to avoid confusion.
❌ I already have a will, so I’m covered.
✅ A will is a great start, but there’s more to consider. Incapacity, health emergencies, and digital assets are just a few aspects a will may not account for.
❌ Only older families need estate plans.
✅ Anyone over 18 should have an estate plan. I’m a firm believer in the idea that it’s never too early to start planning for your future.
❌ I have a will so I don’t need to go through probate.
✅ A will is only used if you do go through probate since it’s a set of instructions for the court.
❌ My cousin/aunt/college roommate dealt with probate in another state and it was simple!
✅ Estate planning is state-specific. This means the process and how well it works varies greatly from state to state.
❌ My young adult child is fully financially dependent upon me, so they don't need their own estate plan.
✅ No other person has the right to make medical and legal decisions for individuals 18 years and older. So, a great 18th birthday gift? A durable power of attorney and health care documents.
The Estatewise Advisory Difference
I firmly believe knowledge is power, which is why I aim to empower my clients with the information they need to make the most informed decisions for their future. Of course, I’ll provide my expert opinions, but I also want to make sure you have autonomy throughout the process.
Educational and empowering
Estate planning is an ongoing process. My services are structured to give you peace of mind that you, your assets, and your family are fully protected as life changes. I’m in this with you for the long haul, no matter what life brings.
Long-term support
When it comes to life’s most significant decisions, I’m not only the expert who can guide you through the process. I also become your biggest advocate — one who takes the time to listen, caters to your unique situation, and respects your legacy wishes.
Personalized guidance
You’ll never see me:
Some of my favorite (and not so favorite) things
Gardening. No matter how many weeds you pull, they always come back up!
LISTENING TO:
News and politics podcasts, Unlocking Us by Brené Brown or We Can Do Hard Things with Glennon Doyle.
OUTSIDE THE OFFICE:
Serving on the Board of Managers for the Bernon Family Branch of the Hockomock Area YMCA, running (although my marathoning and ultramarathoning days are likely behind me), and traveling with my family.
My bookshelves are full of:
Anything by Seanan McGuire, under any name, contemporary fiction of all types, and books about death and dying. (Fitting?)
Catch me watching:
Grease, the Harry Potter series, or Ted Lasso.
In my cup:
A homemade caramel macchiato and smoothie to start the day, seltzer water all day long, and Ranch Water or an Aviation by night.
