Trust and Estate Planning

Most people don’t look forward to estate planning, but it is essential to ensuring you and your loved one are financially cared for down the road. Estate plans vary from person to person so, when you enlist our help, our aim is to design the right plan for you. First, we first learn all we can about your desires, time frame, and financial situation. Then we work with you to build a plan that’s a true reflection of your goals. We’ll make sure your plan will protect your assets when you are no longer able to make sound financial decisions and will leverage tax strategies to reduce taxes for your beneficiaries. We’ll also put plans are in place to transfer funds to your beneficiaries in an organized and timely manner when you pass.

Our wealth management firm is deeply invested in upholding the fiscal interests of our clients and their families. We’ll take care of everything you need to be confident that your family are taken care of the way you envision now and in the future. Contact us at 781-436-5421 now or request you free consultation through our website now so we can arrange a time to talk. We work with clients throughout the Boston area.

Estate Tax Planning Services:

• Estate planning review
• Trust and estate tax planning
• Estate and gift tax return preparation
• College savings trusts
• Business succession planning
• Post-mortem planning
• Review of wills, trusts, and other estate planning documents
• Asset protection strategies
• Wealth transfer planning for families
• Charitable gifting
• Philanthropic tax planning strategies