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Tag: Inheritance

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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

Not everyone has to accept inherited property. A Not everyone has to accept inherited property.

A beneficiary can choose to “disclaim” all or part of their inheritance for financial, tax, or personal reasons but strict rules and deadlines apply. Improper disclaimers can have tax consequences, and the property will pass according to the estate plan, not the beneficiary’s preference.

Fegreus & Broderick, LLP can guide beneficiaries through the disclaimer process to ensure it’s done correctly and in compliance with the law.
Handling an estate often comes with a significant Handling an estate often comes with a significant amount of paperwork.

From account statements and tax returns to detailed accountings, the administrative side can quickly become overwhelming for families.

Working with Fegreus & Broderick, LLP helps centralize records, stay organized, and ensure nothing is overlooked during the process.
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