Tax Planning And Estate Planning Attorneys In Middlesex County

Tax planning is obviously an integral and indispensable aspect of comprehensive estate planning. The greater the value of your assets, the more important it is to work with a lawyer dedicated to taking taxation into account throughout all phases of your personal planning process.

Advance Planning To Minimize Tax Exposure · Cohesive Strategies And Leading-Edge Tools

At Heritage Design Law LLC in Newton, Massachusetts, we prepare and file estate tax returns for clients. Our lawyer and staff also offer impeccable attention to detail and excellent value throughout other necessary probate and estate administration proceedings. However, we can make the greatest difference when presented with the opportunity to engage in thorough, well-considered advance tax planning as part of our holistic approach to preserving your legacy.

You can depend on our legal team to help you explore and implement the most advanced tax reduction strategies available, informed by decades of experience and current knowledge of federal and state tax considerations. We are prepared to assist you with:

  • Structuring of appropriate trusts useful for minimizing tax exposure, avoiding probate and passing on as much wealth as possible
  • Formation of a family limited partnership (FLP) or other suitable vehicle for wealth management and effective reduction of the taxable estate
  • Personal and charitable giving plans designed to keep you in control and able to enjoy life now while looking out for the long-term well-being of your loved ones and favored causes
  • Ongoing, essential maintenance of your plans to maintain optimal tax protection whenever circumstances or applicable laws change

We Embrace And Manage Complexity While Working To Maximize Your Legacy

The great majority of our estate planning clients are successful entrepreneurs, business leaders, executives, licensed professionals and their families. We are accustomed to dealing with complex initiatives involving business ventures and planning, taking advantage of valuation discounts, creating annuities, preserving maximum value of family business interests and much more.

To learn more about tax planning and estate planning attorney Frank L. Bridges’ holistic approach, register for an upcoming class or discuss other options for getting started, we encourage you to contact us at 617-564-3864 or via email anytime.