Appleton Answers: Private Client Workshops

Sharing financial planning and wealth management insights is an important element of successful relationship management. We value collaboration and are eager to offer intelligence and exchange ideas concerning matters of significance to you and your family. That’s why we are hosting a series of “hands-on” educational sessions.

Join us to discuss planning issues clients have told us matter to them. Register below for whatever session(s) is of greatest interest.  Enjoy an informative luncheon and walk away with greater insight into the subject of the day.  We also encourage you to invite a family member, friend or colleague whom you feel would benefit from participating.

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Massachusetts Estate Taxes: Proactive Planning Matters

September 15 @ 11:30 am - 1:00 pm

Free

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Massachusetts Estate Taxes: Proactive Planning Matters

Despite the Federal Estate & Gift Tax Exemption doubling, many families still potentially face onerous future estate taxes at the state level.  In Massachusetts, if you leave an estate worth more than $1 million, you may owe state estate taxes ranging from 0.8% to 16%.  This workshop will discuss several considerations, including:

  • Valuing estates – what counts and what doesn’t
  • Use of Revocable and Irrevocable Trusts
  • Gifting strategies
  • Avoiding planning pitfalls

Details

Date:
September 15
Time:
11:30 am - 1:00 pm
Cost:
Free

Organizer

Appleton Partners
Phone:
800.338.0745
Email:
mwhite@appletonpartners.com
Website:
https://www.appletonpartners.com

Venue

Appleton Partners
One Post Office Square, 20th Floor
Boston, MA 02109 United States
+ Google Map
Phone:
800.338.0745
Website:
https://www.appletonpartners.com