People often assume that if their estate isn’t taxable, they don’t need to have an estate plan. In 2024, a Massachusetts estate tax return must be filed if the value of the deceased person’s gross estate exceeds $2 million. A...more
12/31/2024
/ Asset Protection ,
Beneficiaries ,
Business Succession ,
Charitable Donations ,
Creditor Protection ,
Estate Planning ,
Gifts ,
Incapacitated Persons ,
Minor Children ,
Pets ,
Probate ,
Special Needs Trust ,
Spouses ,
Trusts ,
Wills
Many people think they don’t need “estate planning” because they don’t have enough assets to generate an estate tax; however, there are four basic estate planning documents everyone should have regardless of net worth.
1....more