Learn how to avoid costly estate tax mistakes and preserve your family’s wealth for the next generation. Register today. Limited spots are available.
Massachusetts couples are losing hundreds of thousands in avoidable estate taxes—simply because they didn’t set up the right kind of trust.
Without proper planning, a surviving spouse can unknowingly forfeit a $2 million estate tax exemption—leaving their children and other loved ones with a massive, unnecessary tax bill after both parents are gone.
This free 20-minute webinar explains how to reduce taxes and pass more to your children and loved ones. Whether you have a will or no plan at all, you’ll learn how to preserve both spouses’ exemptions through a Credit Shelter Trust and prevent your legacy from being drained by estate taxes.
What You’ll Learn
- MA Estate Tax Basics – Why Massachusetts is different from most states—and why that matters to your estate plan.
The $2M Mistake – How couples unintentionally waste one spouse’s $2M exemption and end up paying far more in taxes.- Credit Shelter Trusts – How a simple trust structure can preserve your exemption and save your family hundreds of thousands.
- Marital Deduction Pitfalls – Why leaving everything to your spouse outright may be the most expensive mistake in your plan.
- Smart Asset Structuring – How to align your assets with your trust to maximize tax efficiency.
- Wills vs. Trusts in Tax Planning – Why a will alone may not be enough to avoid estate tax exposure in Massachusetts.
Feel free to share this event with friends or family. Each person will need to register separately to attend.
Spots are limited.
