Planning for a Great Life: Understanding the New Massachusetts Estate Tax.

This session is designed to guide you through the recent changes in estate planning, mainly focusing on the nuances of various trusts, their setup, and the tax implications under the new $2 million estate tax exemption.

You will gain comprehensive insights into:

• The latest estate tax law changes and their impact on estate planning.
• Different types of trusts and choosing the right one for your needs.
• Setting up trusts and the associated tax benefits and implications.
• Practical strategies to maximize estate planning under the new tax laws.

We look forward to guiding you through these critical changes in estate tax law and helping you understand how to navigate your estate planning effectively. Take advantage of this opportunity to gain valuable insights and strategies tailored to the new $2 million estate tax exemption.