by Bill Harris, CFP, RMA | Jan 4, 2019 | Estate Planning, Financial Planning, Money Mindset
What’s better? Giving to family or giving to others? During this holiday season, we shopped for gifts for family and friends and made year-end contributions to charities. This concept of giving is intriguing. When giving thanks takes on a monetary aspect, how and to...
by Paula Harris | Jan 4, 2018 | Estate Planning, Financial Planning
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...