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The Federal Portability Series: Massachusetts Is Out Of The Question

The Federal Portability Series: Massachusetts Is Out Of The Question

Wills

by Suzanne Poitras | Jan 2, 2018 | Wills

Last week, I brought the topic of federal portability to light. Even though it’s not much of a critical issue now, I am still going to blog about it. It’s more of a back-burner issue, but it does need to be on your stove—on your radar. For all my Massachusetts clients...
by Suzanne Poitras Jan 2, 2018 No Comments
The Federal Portability Series: What Is It And Does It Affect You?

The Federal Portability Series: What Is It And Does It Affect You?

Estate Planning

by Suzanne Poitras | Dec 19, 2017 | Estate Planning

This week, I need to bring an issue to light which many people do not know about. The topic of discussion is Federal Portability, which relates to estate tax exemptions. While it’s not as important as it once was, the exemption status and rules should still be...
by Suzanne Poitras Dec 19, 2017 No Comments

Recent Posts

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  • The Federal Portability Series: Massachusetts Is Out Of The Question
  • The Federal Portability Series: What Is It And Does It Affect You?
  • Charitable Trusts, Part II: Understanding The Major Tax Benefits
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  • Your Last Will And Testament: Securing And Storing, Part II
  • Your Last Will And Testament: Securing And Storing, Part I
  • The Parents’ Guide To Creating A Revocable Trust For Your Children
  • How To Protect Your Loved Ones Via A Special Needs Trust

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