Before celebrating a victory for the Commonwealth by echoing legislators that this “doubles the previous threshold”, understand there are only 12 states in the U.S. that still tax estates.

July is National Sandwich Generation Month, celebrating approximately 15% of Americans between ages 40-60 sandwiched between caring for their young children and aging parents at the same time.

Or Not!

MA House Speaker Ronald Mariano explains how MA legislature failed to pass an economic development plan which included changing outdated estate tax laws that just days before had the support of both the Democratic Senate and House, in addition support from Republican Governor Charlie Baker.

This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.

Your just completed taxes are telling you how to save money in 2021 and beyond, are you listening?

Technology and legislation are removing procrastination from developing your holistic estate plan.

New 10-Year Rule eliminates waiting for taxes and forces assets out of Roth IRAs.

Couples in their 30’s and 40’s with young families often view estate planning as “death & taxes” and think to do it when their old, like their parents age. Big mistake.

If you choose a very young beneficiary, such as a grandchild, funds in your IRA could compound substantially over their lifetime and provide flexibility to help pay for expenses, like college, along the way.