Estate Tax Planning

When you pass away, your estate may be subject to estate tax if you have assets totaling over certain amounts. In Massachusetts, the estate tax threshold is $1,000,000, and the federal threshold is $5,000,000. While some assets may not be subject to probate, they still may be subject to the estate tax. The estate tax laws are complex and our lawyers can help walk you through how these laws affect your estate. We work with our clients to determine their taxable estate, and with a full picture of each client’s assets, our attorneys can recommend tools to reduce or even eliminate our client’s estate tax liability.

Service Offerings: 

  • Credit Shelter Trusts
  • Irrevocable Life Insurance Trusts
  • Charitable Remainder Trusts
  • Gift Giving
  • Charitable Giving