Cushing & Dolan, P.C. | Attorneys At Law

Handling Sophisticated Estate Planning Needs for You and Your Family. Call: 888-759-5109

Cushing & Dolan, P.C. | Attorneys At Law
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Over 275 Combined Years Of Legal Experience
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Providence, Rhode Island Estate Planning And Tax Legal Counsel

Planning your estate means more than deciding who gets your assets. Rhode Island estate taxes, trusts and property in other states can affect what your family receives and what they must do after your death.

Cushing & Dolan, P.C., brings legal and tax knowledge to estate planning. Six of our attorneys hold advanced law degrees focused on taxation, and we have in-house Certified Public Accountants (CPAs). With more than 275 years of combined experience, the team can address the tax issues that arise when planning how assets will pass to the next generation.

Protect Your Wealth With Tax-Smart Planning

A sound estate plan can address tax costs, protect assets and make it easier to pass property to your loved ones.

  • Plan for Rhode Island estate taxes: Review whether your estate may owe state tax and whether Form RI-706 must be filed. Planning ahead can address tax costs before assets pass to the next generation.
  • Preserve an estate tax exemption with a trust: A Credit Shelter Trust, also called a Bypass Trust, may let a married couple use the first spouse’s available estate tax exemption after that spouse dies. Whether this plan fits depends on current law, asset ownership and the couple’s wider estate plan.
  • Review ways to protect assets: Healthcare professionals and business owners may want to guard assets against future claims. Asset protection trusts and other irrevocable trusts may be options, based on each person’s needs and the law.
  • Plan for property in more than one state: Real estate in Massachusetts or Florida may add steps when an estate is settled. A coordinated plan can address how the property will pass and whether beneficiaries must take steps in more than one state.

The right plan depends on your assets, family and long-term goals. Reviewing these issues together can help you weigh your options and make choices that fit your needs.

Get Practical Guidance Through Probate In Providence

After someone dies, settling their estate may mean finding assets, paying debts, filing court papers and sharing property with beneficiaries. Executors and administrators must also meet deadlines and follow court rules.

Cushing & Dolan, P.C., can guide personal representatives through the process, explain their duties and answer questions as they settle an estate. For estates handled by the Providence Probate Court, legal guidance can help representatives understand what to do and avoid missing key steps. Planning your estate in advance can also make your wishes clearer to loved ones.

Discuss Your Estate Plan With Cushing & Dolan, P.C.

Whether you are planning for retirement, running a business or preparing to pass property to your family, choices you make now can affect your loved ones for years. A review of your estate and tax needs can flag issues before they become harder to address.

Call 888-759-5109 or contact us online to arrange a free initial consultation.