How to Avoid Estate Taxes

They say the only two sure things in life are death and taxes. But what about "Death Taxes"? Is there a tax on dying? Yes, you bet there is.

Here is the basic question: Who is going to pay the Massachusetts Estate Tax? 

Answer: Sadly, most of us, unless we plan. So, how do you know?

Try answering these questions:

  • Do you earn more than $100K per year?
  • Do you own a home that has equity?
  • Do you own a vacation home?
  • Do you own a rental property?
  • Do you have life insurance?
  • Do you have retirement accounts?
  • Do you own a business?

If you answered "Yes" to any of those, chances are you are going to pay estate taxes. What if there is a way to reduce or even eliminate estate taxes? What if I told you I could save you $64,000? Or $84,000? Would you pay attention?

Download our legal guide to learn how!

Michael Monteforte, Jr.
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