Estate Planning

Setting You Up For Generations To Come

Estate tax liabilities, particularly in states with low exemption levels, are no longer only a consideration for the “super rich” or wealthy. In Massachusetts, for instance, the $1m threshold is likely to be exceeded, even in a middle-class scenario, especially in areas where median single family home values have increased significantly.

We work with families and estate planning professionals to effectively address tax planning considerations to minimize tax burdens and facilitate the smooth transfer of estates to the next generation.

Other Tax Services

Covid-19 Tax Relief & Business Stimulus

Corporate Formations & Tax Structuring

IRS & Mass. Department of Revenue Audits

Return Preparation & E-File

Bitcoin & Cryptocurrency Reporting