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Thank you for your interest in Pessotti & Associates! We value your time and business. If we can help answer any questions or concerns you might have about retirement or estate planning, please let us know. We can be reached via the contact information listed in the footer directly below. We look forward to speaking with you!

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Here's Your Free Retirement & Estate Planning Tip!

AVOID TRANSFER TAXES

Consider setting up a trust to minimize taxes. Massachusetts imposes transfer taxes on estates valued at more than $2 million at the time of death; federal is $13.99 million. 

 

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