
2023 Massachusetts Estate Tax Changes
When a Massachusetts resident dies, the Massachusetts estate tax may come into play on that person’s estate. It’s basically a transfer tax on the entire

When a Massachusetts resident dies, the Massachusetts estate tax may come into play on that person’s estate. It’s basically a transfer tax on the entire

One part of creating an estate plan is to determine who will receive your assets when you pass away. A beneficiary is a person, charity,

As soon as a person is diagnosed with dementia, they should do their estate planning if they haven’t done it already. It’s important to make

Ok, this probably seems like an odd question to most people. Who wouldn’t want to accept an inheritance? Wouldn’t adding value to the assets you

If you’re thinking about giving a significant gift to your adult child or even a complete stranger, there’s some information you should know first. According

Recently, there’s been news about how a new IRS ruling (Revenue Ruling 2023-2) in March 2023 affects the step-up in basis for certain irrevocable trusts.

Having a baby is such an exciting time. There’s so much to think about. Baby-proofing the house, choosing your baby’s health care provider, getting health

There are many benefits of having a trust. When you start doing your estate planning, you need to decide whether a will, a trust, or

There are many common estate planning myths. The issue is that people often cite these false beliefs for reasons why they haven’t done their estate

So, you’re doing some MassHealth planning for the possibility of long-term care and you’re wondering which option would be better for you: a life estate
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