Question: A gift of an existing life insurance policy within 3 years of death is included in the gross estate and taxable at the federal level. It is also included in the Massachusetts gross estate to determine if the threshold has been met. Is it also taxable if the donor dies within that 3-year window? […]
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Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987.
Since then, he and his firm as a whole have helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren.