Tax Strategies

At Borchers Cusano Trust Law, we believe that estate planning should be understandable and accessible for everyone. Massachusetts has made some big changes to its estate tax laws in recent years, [...]

Learn how the evolving estate and gift tax laws—fueled by the proposed "One Big Beautiful Bill"—could impact your wealth planning in 2025 and beyond. This article outlines smart strategies for [...]

If you would like to make gifts to your children, siblings, or parents, the knee jerk approach is to make a direct gift. It’s easy and straightforward. But before you do this, consider giving [...]

If Your Spouse Passes Without an Estate Plan is it too Late to Minimize Estate Taxes? If your spouse has just passed away and you did not create a detailed estate plan, you may find yourself [...]

As a Massachusetts resident, you may be considering the financial benefits of moving to New Hampshire—like lower taxes, more affordable housing, and the absence of an estate tax. Both of our [...]

We are committed to offering our clients the most effective and advantageous estate planning solutions. That’s why we established a branch in Concord, New Hampshire. This locale provides access [...]