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Stonehearth Capital Management
Home
Existing Clients
Team
Services
Financial Planning
Investment Management
Fee Structure
Corporate Employees
GE Aerospace
Blog
Retirement Income
Income Taxes
Executive Benefits
Estate Planning
Risk Management
Charles Schwab
eMoney - Your Financial Portal
Quarterly Commentary
Our Process
Trades
All Blogs
Resources
Contact
Get Started
Home
Existing Clients
Team
Folder: Services
Back
Financial Planning
Investment Management
Fee Structure
Folder: Corporate Employees
Back
GE Aerospace
Folder: Blog
Back
Retirement Income
Income Taxes
Executive Benefits
Estate Planning
Risk Management
Charles Schwab
eMoney - Your Financial Portal
Quarterly Commentary
Our Process
Trades
All Blogs
Resources
Contact
Get Started
How a GRAT Can Transfer Wealth While Reducing Massachusetts Estate Taxes
Estate Planning Joe Gauvin 4/22/25 Estate Planning Joe Gauvin 4/22/25

How a GRAT Can Transfer Wealth While Reducing Massachusetts Estate Taxes

How the use of state tax sensitive trusts reduce, and sometimes even eliminate, federal and estate taxes for wealthy couples in Massachusetts.

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How a SLAT Can Help Married Couples Reduce Massachusetts Estate Taxes
Estate Planning David Juliano 4/22/25 Estate Planning David Juliano 4/22/25

How a SLAT Can Help Married Couples Reduce Massachusetts Estate Taxes

How the use of state tax sensitive trusts reduce, and sometimes even eliminate, federal and estate taxes for wealthy couples in Massachusetts.

Read More
How a QPRT Can Help Reduce Massachusetts Estate Taxes on Your Home
Estate Planning David Juliano 4/22/25 Estate Planning David Juliano 4/22/25

How a QPRT Can Help Reduce Massachusetts Estate Taxes on Your Home

How the use of state tax sensitive trusts reduce, and sometimes even eliminate, federal and estate taxes for wealthy couples in Massachusetts.

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How IDGTs Help High-Net-Worth Families Minimize Estate Taxes
Estate Planning David Juliano 4/22/25 Estate Planning David Juliano 4/22/25

How IDGTs Help High-Net-Worth Families Minimize Estate Taxes

How the use of state tax sensitive trusts reduce, and sometimes even eliminate, federal and estate taxes for wealthy couples in Massachusetts.

Read More
Using ILITs to Reduce Federal and Massachusetts Estate Taxes
Estate Planning Joe Gauvin 4/21/25 Estate Planning Joe Gauvin 4/21/25

Using ILITs to Reduce Federal and Massachusetts Estate Taxes

How the use of state tax sensitive trusts reduce, and sometimes even eliminate, federal and estate taxes for wealthy couples in Massachusetts.

Read More
How to Use Gifting to Minimize Estate Taxes in Massachusetts
Estate Planning Jamie Upson 4/21/25 Estate Planning Jamie Upson 4/21/25

How to Use Gifting to Minimize Estate Taxes in Massachusetts

How the use of state tax sensitive trusts reduce, and sometimes even eliminate, federal and estate taxes for wealthy couples in Massachusetts.

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Protect Your Legacy: Reduce Massachusetts Estate Taxes and Preserve Family Wealth
Estate Planning Jamie Upson 1/8/25 Estate Planning Jamie Upson 1/8/25

Protect Your Legacy: Reduce Massachusetts Estate Taxes and Preserve Family Wealth

How the use of state tax sensitive trusts reduce, and sometimes even eliminate, federal and estate taxes for wealthy couples in Massachusetts.

Read More
Getting Started With An Estate Plan
Estate Planning, Our Process Jena Santa Anna 4/3/24 Estate Planning, Our Process Jena Santa Anna 4/3/24

Getting Started With An Estate Plan

It all begins with an idea.

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Mastering Massachusetts Estate Tax: A Comprehensive Guide
Estate Planning Jamie Upson 3/17/24 Estate Planning Jamie Upson 3/17/24

Mastering Massachusetts Estate Tax: A Comprehensive Guide

It all begins with an idea.

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To Trust Or Not To Trust
Estate Planning Joe Gauvin 2/29/24 Estate Planning Joe Gauvin 2/29/24

To Trust Or Not To Trust

It all begins with an idea.

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Address: 100 Conifer Hill Dr, STE 105

Danvers, MA 01923-1164

Phone: 978.624.3000

Email: info@stonehearthcapital.com

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