Understanding the Credit Shelter Trust Plan in Massachusetts

The Massachusetts estate tax is a tax imposed on the estate of a Decedent whose assets exceed $2M. For individuals concerned about estate taxes, a Credit Shelter Trust plan can be an effective estate planning tool. This strategy is particularly useful for married couples whose combined estates may exceed the Massachusetts estate...

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Before You Move Your Parents To An Assisted Living Facility

Assisted living communities can provide essential care and peace of mind for you and your aging parents. Identifying the most suitable facility for your loved one is a journey requiring matching your parents’ needs, budget, and lifestyle with desirable locations. Research and preparation yield the best results when all parties participate by...

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