Tag Archives: Taxes

The Tax Responsibilities your Family May Be Overlooking

As the year comes to an end, you may be accessing your financial plan in preparation for the New Year. While tax planning is something most working adults are generally informed about, there are tax obligations that some may not … Continue reading

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An Introduction to High-Net Worth Estate Planning

Estate planning is an important concern for anyone who desires their affairs be handled according to their wishes after their death.  Planning for high-net worth individuals and families is complex and dependent upon the particular desires of the family. High-net … Continue reading

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“Decoupling”: Not the Divorce Kind, the Estate Tax Kind

During estate planning in Massachusetts there is a risk of additional taxes because of their decision to “decouple” their estate tax exemptions from the federal rules. Continue reading

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Punish the Prompt?

The delay on tax refunds will mostly affect tax payers who are not waiting until the last minute to file their returns, and who would normally receive refunds earlier. Continue reading

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