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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.