Retirement plan trusts (RPTs) are standalone, revocable trust arrangements whereby the retirement accounts (traditional and Roth IRAs, 401(k), 403(b), and other “qualified” plans) received by a [...]

On January 16th, I sat down with Massachusetts State Rep., Shawn Dooley, to talk about the commonwealth’s estate tax reform and his innovative bill. Dooley is the lead sponsor of a bill (H.2446) [...]

At $1 million, Massachusetts is in a dead heat for the lowest estate tax threshold in the country. That means anyone worth more than that at death is contributing to the tax coffers. Depending on [...]