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Tag: Estate Planning

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Retrieving Results...

Trump Tax Reform

Death of the Federal Estate Tax?

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Fegreus & Broderick, LLP

21 Custom House Street, Suite 480
Boston, Massachusetts 02110
t: (617) 737-9100 | f: (617) 737-9123
info@fegreuslaw.com

Estate planning is for everyone who wants to prote Estate planning is for everyone who wants to protect what matters most.

Whether you’re starting a family, growing a business, or planning for retirement, having a solid estate plan ensures:

✅ Your assets go to the right people
✅ Your children are cared for by someone you trust
✅ Your medical and financial decisions are honored
✅ Your loved ones avoid the stress of probate court

As estate planning attorneys, we help individuals and families create custom plans that reflect their values and goals.

Schedule a consultation with our office at www.fegreuslaw.com/contact/
When your estate plan includes the proper trust (l When your estate plan includes the proper trust (like a living trust) or transfer mechanism (like a life estate), your beneficiaries can inherit real estate immediately upon death without court delays and headaches.

But here’s where it gets even better: They can also receive a “step-up” in tax basis if done properly. That means your heirs could pay significantly less in capital gains tax if they later sell the property, because the property’s value is “stepped up” to its fair market value at the time of your death—not what you originally paid for it.

Translation: More inheritance stays in your family.

✅ Seamless transfer of property
✅ No probate
✅ Major tax advantages

Want to make sure your estate plan is working for your family, not against them? Schedule a consultation with our office today via the link in the bio.
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