Question: In regard to the maximum tax-free estate pass through of $1 million free of estate tax in Massachusetts at the death of the first spouse. In order for that to happen, does anything need [...]

Question: If I transfer real estate into a regular trust, does it constitute a sale and result in capital gain tax and property basis step-up? What if I transfer it to a nominee trust? Response: [...]

Question: I have a non-retirement account at Fidelity with my name on it and the beneficiary is the Robinson Crusoe family trust. Can I put my companion, Friday, on the account as well and then [...]