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Estate & Tax Planning

Boston Estate Planning Lawyers

Skilled Massachusetts Tax Planning Attorneys

Preparing an effective estate plan is essential to protect individual assets for designated beneficiaries. However, many people do not take estate tax and other tax implications, such as inheritance taxes, into account when planning their estates. Therefore, working with an experienced estate planning attorney is essential to maximize asset protection.

At Grindle Robinson LLP, our west Boston estate and tax planning attorneys have more than 30 years of experience assisting sophisticated clients develop effectual estate plans. We represent men, women and couples with middle to high net incomes make informed decisions about available estate solutions that protect their investments for whom they choose.

Protecting Assets and Investments

Proper planning starts with ensuring that a client's affairs are in order while living. Estate planning allows clients to designate a person or persons to have the legal authority to make health care decisions or financial decisions should the client become incapacitated. It also provides the opportunity to establish guardianship for dependents. Our firm provides guided counsel on various estate options to address these concerns, such as:

  • Simple wills
  • Revocable and irrevocable trusts (living wills and living trusts)
  • Health care proxies for making end-of-life decisions
  • Durable powers of attorney
  • Guardianship of minors and dependent adults
  • Conservatorship for the estate of a minor/dependent adult

An estate plan can be as simple or elaborate as a client's wishes require. Our lawyers seek to ensure clients have proper contingency plans in place that protect their loved ones and assets in the event that something should happen to them.

Our practice also focuses on when and how a personal, family or corporate trustee can help in the management of a client's affairs. We serve as personal and family trustees if requested and when appropriate.

Minimizing Estate Tax Liabilities

Protecting assets by minimizing the potential impact of estate taxes is a part of the careful review we undertake when assessing clients' personal and financial situations. Our attorneys are well versed in the complex laws of administrating high-asset estates. We use our knowledge and experience to help clients anticipate potential tax liabilities and plan accordingly to maximize asset protection.

Contact our firm to discuss your concerns in an in-depth consultation. Call 781-235-3300 or toll free at 866-686-0557.