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Estate & Legacy Planning

Strategies for preserving and transferring wealth — Massachusetts estate tax, trusts (SLAT, QPRT, IDGT, ILIT), gifting, beneficiaries, and next-generation planning.

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How a SLAT Can Help Married Couples Reduce Massachusetts Estate Taxes

A Spousal Lifetime Access Trust (SLAT) can help married couples reduce Massachusetts estate taxes while preserving access to assets. Learn how this flexible strategy works.

David Juliano · April 22, 2025

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Estate & Legacy Planning

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

A Qualified Personal Residence Trust (QPRT) allows you to gift your home at a discounted value, helping reduce Massachusetts estate taxes while continuing to live there.

David Juliano · April 22, 2025

Estate & Legacy Planning

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

Learn how Intentionally Defective Grantor Trusts (IDGTs) can reduce estate tax exposure, support tax-free growth, and preserve family wealth — especially in Massachusetts.

David Juliano · April 22, 2025

Estate & Legacy Planning

Using ILITs to Reduce Federal and Massachusetts Estate Taxes

Learn how Irrevocable Life Insurance Trusts (ILITs) can help Massachusetts families reduce estate taxes by removing life insurance from the taxable estate.

Joe Gauvin · April 21, 2025

Estate & Legacy Planning

How to Use Gifting to Minimize Estate Taxes in Massachusetts

Learn how high-net-worth families can reduce estate tax exposure in 2025 through gifting strategies, exclusions, and irrevocable trusts.

Jamie Upson · April 21, 2025

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