Our Latest Blog Article

IRS Proposes Regulations to the Basic Exclusion Amount for Estate and Gift Tax

Many wealthy individuals have taken steps to maximize their lifetime gift tax exemption before it reverts back to a lower level in 2026. However, the IRS recently proposed new guidance that would allow for clawbacks of certain gifted assets. Learn more about the proposed changes in this article.

Posted By Tonneson
In Trusts and Estates
Grid List

DOR Extends Tax Filing and Payment Relief for Personal Income

Today, the Massachusetts Department of Revenue (DOR) released guidance extending the April 15, 2020 deadline to July 15, 2020 for […]

May 21, 2019Posted By Tonneson Staff

Risk factors in planning your estate around specific assets

Planning your estate around specific assets can be risky and, in many cases, should be avoided. If you leave specific […]

January 7, 2019Posted By 36creative

Estate Planning for College-aged Children

If your son or daughter currently is home from college on winter break, now is a good time to sit […]

October 5, 2017Posted By Tonneson

Mastering the art of charitable giving

Charitable giving is a key part of estate planning for many people. If you’re among them and own valuable works […]

August 9, 2017Posted By Tonneson

Don’t overlook tax apportionment when planning your estate

If you expect your estate to have a significant estate tax liability upon your death, be sure to include a […]

May 1, 2017Posted By Tonneson

Asset valuations and your estate plan go hand-in-hand

If your estate plan calls for making noncash gifts in trust or outright to beneficiaries, you need to know the […]

April 14, 2017Posted By Tonneson

Know the ins and outs of holding joint title to property

Owning assets jointly with one or more children or other heirs is a common estate planning “shortcut.” But like many […]

March 29, 2017Posted By Tonneson

Direct tuition payments may benefit your grandchildren and your estate plan

Grandparents often want to play a role in financing their grandchildren’s education. If you’re one of them, it’s important to […]

Back To Top