In light of Harvard’s $1.2 billion in donations in 2016, Harry Margolis supports part of proposed Trump tax plan.
Trump’s likely initiatives in Medicare, Medicaid, Social Security and estate taxes
Should the estate tax threshold of $11.58 million be lowered? Harry Margolis of Margolis & Bloom in Wellesley, MA, explores this question. 781-705-6400
The MA estate tax taxes real estate owned by non-Massachusetts decedents, but it is prorated. Margolis & Bloom, Wellesley, MA, 781-705-6400
Harry S. Margolis argues that while there are changes that will have an effect on estate planning, the complex needs of many potential clients and the need for a human touch combine to support the continued need for estate planning by attorneys and allied professionals
When should you review your estate plan if you’re under age 60? Find out in this helpful blog from Margolis & Bloom, Wellesley, MA, 781-705-6400