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Estate Taxes Archives

What are tax exemptions?

When planning your estate or considering whether to create a will or a living trust, it is important to consider whether you will be entitled to tax exemptions. Tax exemptions allow you to be able to lower the income that can be taxed, therefore increasing your pocketable income. Tax exemptions must be claimed, and you are generally able to claim them on your own behalf, but also on behalf of your spouse and any dependents that you have.

Preparing for an efficient audit

When creating a retirement plan or a living trust, you must ensure that you are ready to have your tax return examined at any time. It's very important that you are prepared for this and you have the information that the auditors will require readily available.

Using estate planning to reduce long-term tax burdens

While many people point to trusts as a way to shelter your assets from both taxes and creditors, the real truth is that overall estate planning and comprehensive financial strategy are the best way to reduce your tax burden. Estate planning goes hand-in-hand with financial planning, retirement saving and wealth building, making it a good idea to consult the right professionals on all these matters at an early age. No matter where you are in life, though, our firm can help you plan your estate to support the best financial benefits for yourself and your heirs.

Do you know your responsibilities for estate tax planning?

Do you know your rights and responsibilities when it comes to planning for property taxes after death? Estate tax planning is not a minor issue. The fact is that too many Massachusetts residents' families suffer financial losses because benefactors do not properly prepare their estate before their departure. Knowing how much property you can exclude from the estate tax burden and figuring out how to maximize the amount your family is allowed to keep are key in promoting their financial success after your death.

Will he or won't he? Trump and the repeal of the 'death tax'

Those in the estate-planning industry remain in the dark about President Trump's intentions regarding tax reform. It's likely that his policies will benefit the wealthiest citizens, as he repeatedly stated while campaigning for president that he planned to get rid of the "death tax."

Mark your calendars, National Estate Planning Awareness Week is coming

While most people associate October with everything from Breast Cancer Awareness Month and Healthy Lung Month to Columbus Day and, of course, Halloween, it's important not to overlook other important and valuable events taking place during the course of these 31 days.

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