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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 taxable estate"
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 Will My Grandmother’s House be Subject to the Massachusetts Estate Tax?
2
By Harry Margolis
In Pets
Posted July 28, 2023

Will My Grandmother’s House be Subject to the Massachusetts Estate Tax?

Question: I am middle aged, single, and reside with my grandmother who is in her 90s. I help her with day-to-day things. My mother, who is disabled and receives SSDI, lives in the same house. I [...]

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 How do Taxable Gifts Work in Massachusetts?
0
By Harry Margolis
In Estate and Gift Taxes
Posted February 1, 2019

How do Taxable Gifts Work in Massachusetts?

Question: I live in Massachusetts. Say my estate is about $1.2 million, my case. So I gift my daughter $300,000 cash and file a form 709 gift tax return. The excess over $15,000 reduces my [...]

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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

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(An Amazon Prime Reading selection)

Read Sample Chapters

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