Massachusetts Estate Planning In 2015

Estate law is an excellent way to consider these options. More information is available here: http://www.cape-law.com/estate-planning/ • Voluntary transfer of money or property to a permissible donee • Deduction allowed in year of contribution – Federal income tax deduction (limited) • Excess can be carried forward for up to 5 years – Unlimited gift tax charitable deduction – Unlimited estate tax charitable deduction • Donor is responsible for keeping records of…

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