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Legal Notices

July 21, 2017

Historically, Massachusetts has subjected real estate located in a state with no estate tax (Florida, etc.) to estate tax in a Massachusetts. 

Based on a recent court decision, however, this appears about to change; and this can result in substantial estate tax sav...

July 13, 2017

Income tax is - or should be - part of modern estate planning.  This is one of a series of entries on this "hot" topic.

State jurisdiction over trust income tax (that is, what state(s) a trust must pay taxes to) varies widely state to state.  Some states base taxab...

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August 1, 2017

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