Join us for a discussion with author, attorney and financial analyst, Gabrielle Clemens. She will discuss her latest book, “Marriage is About Love, Divorce is About Money”
Estate plans are meant to be dynamic. How they work changes over time, so it can be easier to see the flow of funds and changes in the terms of trusts through diagrams.
Proposals from Gov. Healey, the House of Representatives, and one state senator to increase the threshold for Massachusetts estate taxation differ widely in their effect on larger estates and state revenue.
Estate planning inherently perpetuates inequality since it helps those with wealth preserve it. But estate planners can take steps to help underserved groups preserve wealth.