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195 Worcester St, Ste 205
Wellesley, MA 02481

Estate Planning

Wills, Trusts, and Tax Advice

The estate planning and tax advice we provide to our estate planning clients ranges from the preparation of Wills and Revocable Trusts to very sophisticated Trust arrangements designed to accomplish complex goals, both tax and non-tax driven.  A comprehensive estate plan may involve planning for a family business, lifetime gifting, life insurance arrangements, family limited partnerships, and charitable donations.  Although an estate plan can involve a variety of goals, the plan should be no more complicated than necessary to accomplish the desired goals. A good estate plan will combine the long-term desires of clients, while taking advantage of the tax laws to minimize estate tax liability.

    • Drafting of Wills, Trusts, Health Care Proxies & Powers-of-Attorney
    • Family Limited Partnerships
    • Qualified Personal Residence Trusts (“QPRTs”)
    • Grantor Retained Annuity Trusts (“GRATs”)/Grantor Retained Income Trusts (“GRITs”)/Grantor Retained Unitrusts (“GRUTs”)

Complete our Estate Planning Questionnaire.

Let us help you secure the best possible resolution to the challenges you are facing. We invite you to contact us to speak with an experienced attorney.

For Partners: Questionnaire- Partners
For Individuals: Questionnaire – Individual

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