Insights
In the Media
November 1, 2021
"Boston Practice Group: Estate Planning – Practical Suggestions for Advisors & Their Clients," Financial Planning Association
On October 28, Counsel Heidi Seely spoke at a Financial Planning Association meeting, "Boston Practice Group: Estate Planning – Practical Suggestions for Advisors & their Clients." Seely discussed how Massachusetts and federal estate, gift and GST taxes play into planning for your client. She covered how to calculate an estimate of how much a client might owe in estate taxes and how to interpret estate tax returns.