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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"
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By Harry Margolis
In Estate and Gift Taxes
Posted January 24, 2020

Can Surviving Spouse Protect $1 Million of Deceased Spouse’s Estate from Taxes in Massachusetts?

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 [...]

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 What are the Tax Consequences if I Transfer Real Estate into Trust?
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By Harry Margolis
In Real Estate, Revocable Trusts
Posted December 20, 2019

What are the Tax Consequences if I Transfer Real Estate into Trust?

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: [...]

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 Can Investment Account be Protected by Adding Co-Owner? Massachusetts
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By Harry Margolis
In Long-Term Care Planning
Posted November 27, 2019

Can Investment Account be Protected by Adding Co-Owner? Massachusetts

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 [...]

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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