Colleen  Carcone

Colleen Carcone, J.D.


Colleen is a tax attorney with more than twenty-years of experience who has escaped practicing law and now works in-house for a financial services company partnering with high-net-worth individuals.  Colleen has been teaching estate planning and income tax planning for various programs for twelve years.  An estate planning expert, Colleen co-authored Principles of Estate Planning, the third edition of which was published in 2018 and has been quoted in many articles.  

Colleen has served as a Director of Wealth Planning Strategies for TIAA for more than 14 years, where she has been serving the firm's high-net-worth families with specialized advice and sophisticated financial, income tax and estate planning strategies. 





  New England School of Law, Boston, Massachusetts

  • Juris Doctor - May 1998
  • Honors:  Dean’s List Fall 1996, Spring 1997, Fall 1997, Spring 1998



The University of Vermont, Burlington, Vermont


  • Bachelor of Arts - May 1995
  • Major in Sociology, Minors in Spanish and French


Bar Admission and Professional Certification


·      Admitted to Massachusetts Bar December 1998


·      Certified Financial Planner designation December 2005





Principles of Estate Planning   -  June 2012


·      Co-author of textbook Principles of Estate Planning published by National Underwriter Company.  Updated for 2013 and 2014 tax law changes.  Second edition published May 2015.  Third edition published July, 2018.



Media Mentions


·      Weston, Liz (2020, May 14).  Should You Leave Your Kids an Equal Inheritance?. Nerd Wallet.  Retrieved from URL.


·      Schoeff Jr., Mark (2020, April 24).  For charitable givers, CARES Act offers big tax breaks.  Investment News.  Retrieved from URL


·      Katzeff, Paul (2020, April 15).  You’ve Got Three More Months To Pay Your Taxes; Use Them Wisely.  Investor’s Business Daily.  Retrieved from URL.


·      Wiles, Russ (2020, April 12).  Retirement planning during coronavirus pandemic:  Here’s what to watch for.  USA Today.  Retrieved from URL.


·      Jackson, Anna-Louise (2019, April 16).  Spend $5.99 on This Now to Make Your 2019 Taxes Easier and Less Painful.  CNBC Acorns.  Retrieved from URL.


·      Derousseau, Ryan (2019, March 18).  Will Your Tax Refund Shrink This Year?  Here’s How to Find Out.  Fortune. Retrieved from URL.


·      Katzeff, Paul (2019, January 24).  8 Tips For Avoiding Taxes on Social Security Benefits. Investor’s Business Daily.  Retrieved from URL.


·      Malito, Allesandra (2018, December 15).  How to plan your retirement when you have children with special needs. MarketWatch.  Retrieved from URL.


·      Singletary, Michelle (2018, August 28).  Here are the documents you need to bulletproof your wishes after you die. The Washington Post.  Retrieved from URL.


·      Kane, Mary (2018, August 2).  Dividing Your Assets in a Gray Divorce. Kiplinger’s Retirement Report.  Retrieved from URL.


·      Laise, Eleanor (2018, June 5). New tax law doesn’t change need for estate review. Chicago Tribune.  Retrieved from URL.


·      Laise, Eleanor (2018, April 28).  Update Estate Plans in Light of New Tax Law. Kiplinger’s Retirement Report.  Retrieved from URL.


·      Picchi, Aimee (2018, March 06).  5 Ways to Prepare for Next Year’s Tax Bill.  USA Today.  Retrieved from URL.


·      Pry, Alyssa (2017, October 13).  How to meet your money goals by the end of the year.  Yahoo Finance. Retrieved from URL.


·      Dowd, Casey (2016, March 06). Gay Baby Boomers Can Finally Say “I do”.  Fox Business News.  Retrieved from URL.


·      Jones, Charisse (2015, December 12) Forget prenups:  Unmarried couples today need ‘no nups’.  USA Today.  Retrieved from URL.


·      Ngo, Sheiresa (2015, December 03).  Breaking Up?  What Can Happen With Your Money when the Relationship Ends.  Retrieved from URL.


·      Block, Sandra (2015, October) How Same-Sex Marriage Affects Taxes, Social Security Benefits.  Kiplinger Personal Finance. Retrieved from URL.


·      Block, Sandra (2015, September 22) Family Finances:  The Money Side of Same-Sex Marriage.  The Chicago Tribune. Retrieved from URL.


·      Tisdale, Stacey (2015, September 24).  Financial Fitness for Unmarried Couples During ‘Unmarried and Single Americans Week’.  Retrieved from URL.


·      Tisdale, Stacey (2015, July 16).  If Caitlyn Jenner Gets Married.  Retrieved from URL.