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Below you'll find a list of all posts that have been tagged as “Estate Planning”
The latest issue of KCL Insights includes:
The Federal “Protecting Americans From Tax Hikes Act of 2015” (“PATH Act”) made
permanent a provision of the Internal Revenue Code that allows taxpayers, aged 70 and ½ or older, … Read more »
The latest issue of KCL Insights includes:
With the beginning of spring, our thoughts turn to great weather, baseball, holidays and of course real estate!
Recently, a client was selling a vacation home on the Cape, and was surprised to find a problem with an old deed … Read more »
The Massachusetts Department of Revenue (DOR) has issued an Announcement and an FAQ describing its new tax amnesty program. The program will be open for enrollment beginning April 1, 2016 and enrollment and submission of information to the DOR … Read more »
The Massachusetts Uniform Trust Code (the “MUTC”), codified at Mass. Gen. Laws c. 203E, became effective as of July 8, 2012. The enacting legislation provides that, except as otherwise provided, the MUTC applies to all trusts created before, on, or … Read more »
Massachusetts’ highest court has held that if an irrevocable and unamendable trust gives the trustee the right, in its sole judgment, to pay any amount directly to one or more beneficiaries or to use any amount to indirectly benefit one … Read more »
Occasionally, I see a Massachusetts “DNR Notice” in someone’s home (usually the home of an elderly person). The notice is formally named a “Comfort Care-Do Not Resuscitate” notice – “CC/DNR” for short. Recently, I noticed a CC/DNR in an elderly … Read more »
The package of US health care reform laws imposes new taxes starting in 2013. These are not part of the so-called “fiscal cliff”. A solution to the “fiscal cliff” will probably not affect the taxes discussed in this article.
Part … Read more »
Donations to many tax exempt organizations (for example, charities to help the poor, schools, hospitals, museums, and youth organizations) are usually thought of as being deductible on the donor’s US income tax return. (If the taxpayer is an individual or