Joe Gauvin 4/22/25 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.

David Juliano 4/22/25 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.

David Juliano 4/22/25 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.

David Juliano 4/22/25 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.

Joe Gauvin 4/21/25 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.

Jamie Upson 4/21/25 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.

Joe Gauvin 2/14/25 Joe Gauvin 2/14/25

Maximize Your Retirement Savings: Mega Back Door Roth Conversions

If you have extra funds available for retirement, a Mega Backdoor Roth conversion is an excellent way to grow your savings tax-free. This strategy allows individuals to make "after-tax" contributions to their 401(k) or 403(b) beyond the usual contribution limits, which can then be converted into a Roth account tax-free.