Massachusetts Estate Tax: Ryan Kittredge Explains the $2 Million Threshold and Planning Options

ClearPath Financial Partners

Massachusetts Estate Tax: Ryan Kittredge Explains the $2 Million Threshold and Planning Options

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In this episode, Ryan Kittredge, President of ClearPath Financial Partners, breaks down the Massachusetts estate tax and how residents can plan around it. Since 2023, the state’s exemption was raised from $1 million to $2 million, but unlike federal thresholds, it is not indexed for inflation and does not allow spousal portability. With rising home values, growing retirement accounts, and other appreciating assets, many Massachusetts residents are crossing that threshold without realizing it.