Appleton Answers: Private Client Workshops
Join us to discuss planning issues clients have told us matter to them. Register below for whatever session(s) is of greatest interest. Enjoy an informative discussion and walk away with greater insight into the subject of the day. We also encourage you to invite a family member, friend or colleague whom you feel would benefit from participating.
- This event has passed.
Massachusetts Estate Taxes: Proactive Planning Matters
September 15, 2020 @ 4:00 pm - 4:45 pm
Free
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Massachusetts Estate Taxes: Proactive Planning Matters
Despite the Federal Estate & Gift Tax Exemption doubling, many families still potentially face onerous future estate taxes at the state level. In Massachusetts, if you leave an estate worth more than $1 million, you may owe state estate taxes ranging from 0.8% to 16%. This workshop will discuss several considerations, including:
- Valuing estates – what counts and what doesn’t
- Use of Revocable and Irrevocable Trusts
- Gifting strategies
- Avoiding planning pitfalls