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The Top 7 Mistakes in Estate Planning: #3 Not planning for the Massachusetts and Federal Estate Taxes

Mistake No. 3: Not planning for the Massachusetts and Federal Estate Taxes A trust is an effective way of doubling the amounts that a married couple can pass tax free to their children and grandchildren. While the federal estate tax free amounts continue to change and...

Obama’s Estate Tax Budget Proposals

We all should realize that the federal estate tax is in a state of flux. The current rules, with the generous $5 million individual exemption ($10 million for a couple), expire at the end of 2012. Last month, the Treasury Department released the “General Explanations...