MOCKUP, not live
Letter, October 2026
When do I look at Medicare?
From Rusty Tredwell, Senior Financial Advisor, 80 Front Street.
This month's letter is the question, not a ruling. The enrollment window is on Medicare.gov. Massachusetts estate tax rules are on the Department of Revenue site. Both change. This letter does not state a dollar threshold, because that number has to be copied from the official page on the day it is checked.
Educational. Not tax advice, not Medicare advice, and not a market view. Printable. Archived by date. About 500 words on the real letter.
Draft for review. October 31, 2026.