by Paula Harris | Jan 30, 2018 | Estate Planning, WH Cornerstone Blog
As financial planners, our mind always wonders if the deceased had a good estate plan in place (a hazard of the job, we guess). More importantly, are their estate plans being carried out as directed. Was it Bredo Morstøl’s final wish to be packed in ice, shipped to...
by Paula Harris | Jan 4, 2018 | Estate Planning, Financial Planning, Registered Investment Advisor, WH Cornerstone Blog
Massachusetts has an unexpected estate tax that’s catching lots of unsuspecting families. And you might be one of them. The Massachusetts calculation to determine the tax is dramatically different than most states and the federal government’s method. Furthermore, it...