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 [...]

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 [...]

Question: In regard to the maximum tax-free estate pass through of $2 million free of estate tax in Massachusetts at the death of the first spouse. In order for that to happen, does anything need [...]

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 [...]

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 [...]

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. [...]

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 [...]