Private Clients & Fiduciary Services

There have been a few important law and tax changes over the course of 2023 and we in the Private Clients Group here at Verrill wanted to make you aware of the recent changes...

What you need to know : On October 4, 2023, Governor Healey signed the “Act to Improve the Commonwealth's Competitiveness, Affordability, and Equity.” The Act provides $1 billion in tax relief to residents and...

Verrill Partner and ACTEC Fellow Ruth Mattson was recently featured on The American College of Trust and Estates Counsel 's podcast series Trust and Estate Talk . In this podcast, US Estate Tax Tips...

Verrill partner Ruth Mattson was recently featured on The American College of Trust and Estate Counsel 's podcast series Trust and Estate Talk . In this podcast, U.S. Tax Considerations When Buying Property Abroad...

This alert from Verrill’s Private Clients & Fiduciary Services Group highlights the latest changes to the income tax and transfer tax landscape. The alert addresses the SECURE ACT 2.0, federal and state transfer tax...