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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "Massachusetts estate tax return"
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 Why Must We File a Massachusetts Estate Tax for Vacation House in Trust?
0
By Harry Margolis
In Estate and Gift Taxes
Posted July 25, 2024

Why Must We File a Massachusetts Estate Tax for Vacation House in Trust?

Question: My parents were Florida residents. My father passed away in 2020 and my mother this year. My father’s living trust holds title to their vacation home in Massachusetts. The trust [...]

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 How Does Massachusetts Track Gifts for Estate Tax Return?
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By Harry Margolis
In Estate and Gift Taxes
Posted July 26, 2021

How Does Massachusetts Track Gifts for Estate Tax Return?

Question: As a practical matter, how would Massachusetts determine the amount of taxable gifts for estate tax purposes since gifts in small but taxable amounts could have been given over the [...]

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 Should QTIP Election Be Made on MA Estate Tax Return for Non-Resident Decedent with Property in Massachusetts?
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By Harry Margolis
In Estate and Gift Taxes
Posted December 19, 2020

Should QTIP Election Be Made on MA Estate Tax Return for Non-Resident Decedent with Property in Massachusetts?

Question: I’m hoping you can explain a bit about QTIP trusts. My father passed away and his trust divides his assets between a credit shelter trust and a marital trust (mother is still [...]

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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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