CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Attorney Keats Boyd of Boyd and Boyd, PC on the recent changes to the Massachusetts Estate Tax laws. Attorney Boyd goes into detail concerning who and how the $2M threshold operates...
CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Attorney
Keats Boyd of Boyd and Boyd, PC on the recent changes to the Massachusetts Estate Tax
laws. Attorney Boyd goes into detail concerning who and how the $2M threshold
operates for residents and non-residents of Massachusetts. The trio also reviews the
changes to the short-term capital gains rates which are now in effect for this year.
Attorney Boyd ends the segment by putting all of these issues into the broader estate
planning process and offers general advice regarding how often an estate plan should be
reviewed.
If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.
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