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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: "state estate taxes"
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 Will Leaving on Vacation from Massachusetts or Florida Affect our State of Residence for Tax Purposes?
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By Harry Margolis
In Estate and Gift Taxes
Posted July 28, 2020

Will Leaving on Vacation from Massachusetts or Florida Affect our State of Residence for Tax Purposes?

Question: We are moving our primary residence from Massachusetts to Florida. In establishing required out-of-state days, how are days we’re in neither state counted? If we leave on a [...]

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 Can I Borrow on Properties to Pay Estate Tax?
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By Harry Margolis
In Estate and Gift Taxes, Real Estate
Posted April 17, 2020

Can I Borrow on Properties to Pay Estate Tax?

Question: My minor child has inherited two properties along a with 15% inheritance tax that I can’t afford. I am the executor of the estate that she is inheriting. I don’t really want [...]

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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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 How does MA Enforce it’s Tax on Real Estate in Estate of FL Decedent?
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By Harry Margolis
In Estate and Gift Taxes
Posted November 19, 2019

How does MA Enforce it’s Tax on Real Estate in Estate of FL Decedent?

Question: My entire estate is worth about $6 million. I am now single and a legal resident of Florida. I still own a home in Massachusetts (worth $300,000). I stay at the Massachusetts home for [...]

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 Must Estate of Florida Resident who Spent Last Months in Maine Pay Maine Estate Taxes?
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By Harry Margolis
In Estate and Gift Taxes
Posted October 22, 2019

Must Estate of Florida Resident who Spent Last Months in Maine Pay Maine Estate Taxes?

Question: A client is a resident of Florida – spends more than 6 months a year there, has a Florida driver’s license and a home in Florida. She also has a property in Maine. While in [...]

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 Are State Estate Taxes Deductible on the Beneficiaries’ Income Tax Returns?
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By Harry Margolis
In Estate and Gift Taxes
Posted September 7, 2019

Are State Estate Taxes Deductible on the Beneficiaries’ Income Tax Returns?

Question: When my children will need to pay a Massachusetts estate tax after my death, will that deductible come from their federal income taxes? I read somewhere that it will. Response: No. [...]

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 How Does Timing Affect Gifts and State Estate Taxes?
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By Harry Margolis
In Estate and Gift Taxes
Posted April 16, 2019

How Does Timing Affect Gifts and State Estate Taxes?

Question: I have 3 questions about the timing and documentation of gifting: 1. If gift checks were written in 2018, but not cashed until 2019, in what year are they counted? 2. If gift checks [...]

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