On this page, you will find a list of useful links that may help with some of your tax, accounting or fiduciary questions.
American Bar Association - Guidelines for Executors and Trustees
Massachusetts Department of Revenue - Estate Taxes
Massachusetts Department of Revenue - Trusts
Massachusetts Probate and Family Court
Maine Revenue Services - Income/Estate Tax
Maine Revenue Services - Fiduciary Taxes
IRS Publication 554 - Tax Guide for Seniors
IRS Publication 559 - Survivors, Executors and Administrators
Social Security Administration website
Check the Status of your Investment Advisor
Massachusetts Department of Revenue
Kiplinger - State-by-State Guide to Taxes on Retirees
Call me at (508) 740-6250 with any questions or to schedule an appointment.
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