Managing Tax Burdens In Advance

Many people do not realize that a vital component to successful estate planning is also engaging in careful tax planning. Massachusetts and federal estate taxes have high rates, and the government can take a significant portion of your wealth. However, consulting with an experienced attorney can help you plan, avoid, or deal with these potential tax consequences.

Experienced Legal Help For Tax Planning

Since 1984, the Boston tax planning lawyers of Cushing & Dolan, P.C., have provided legal solutions to minimize state and federal taxes, and plan for the smooth transfer of wealth to the next generation. We are here to help you develop an estate plan to effectively address your tax planning.

Many different types of assets are taken into account in the determination of the size of your taxable estate. Some of the assets that may be included in the value of your estate include:

  • Bank accounts
  • Investments
  • Retirement accounts
  • Jointly owned accounts
  • Life insurance policies
  • Real estate
  • Other assets

If you are concerned about federal and state taxes, it is important to turn to a dedicated, professional estate tax planning lawyer to explore your options.

Reach Out To Our Firm

With offices in Boston, Waltham, Westborough, Woburn, and Braintree, we assist individuals, families, and businesses throughout Massachusetts, New Hampshire, Florida, Pennsylvania, Arizona, and New York. Our lawyers provide comprehensive estate planning services, with an emphasis on anticipating tax implications. Contact us today by calling 888-759-5109 or toll free 888-759-5109 to schedule a free consultation to discuss your needs.