Life can seem complicated upon retirement. For tax planning, it’s best not to fret the small stuff. Margolis & Bloom, Wellesley and Boston, MA, 02481.
In light of Harvard’s $1.2 billion in donations in 2016, Harry Margolis supports part of proposed Trump tax plan.
Most special needs trusts pass their income through to the beneficiary with special needs. Margolis & Bloom, Wellesley and Boston, MA, 02481.
2016 court case provides guidance on avoiding in-state taxes on trusts. Margolis & Bloom, Wellesley, MA, 781-705-6400.
The rules around capital gains taxes, including tax rates, basis, and step-up in basis.
Increasingly, federal and state governments are providing assistance to family members caring for seniors. Some of these programs involve direct payment through Medicaid (MassHealth in Massachusetts), such as for personal care attendants or adult foster care.