Massachusetts Estate Taxes: Proactive Planning Matters

Despite significant increases in the Federal Estate & Gift Tax Exemption, 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 discusses considerations such as valuing estates, use of revocable and irrevocable trusts, gifting strategies, and avoiding planning pitfalls.

10.19.2023

SECURE Act 2.0: What it Means for Retirement Planning

"This webinar discusses updates to the law and how those changes may affect your retirement planning options and opportunities. Our team provides insight for you and your financial planning needs."

05.19.2022

Senior Care Decision-Making – Assisted Living and Nursing Home Care

"Appleton Partners continued our financial planning webinar series with a two-part event focusing on Senior Care Decision-Making and how to approach planning for such life stage needs."

05.02.2022

Senior Care Decision-Making: Aging-in-Place and Independent Living

"Appleton Partners is pleased to continue our financial planning webinar series with a two-part event focusing on Senior Care Decision-Making and how to approach planning for such life stage needs."