Minimizing Tax Liability for Your Estate in Massachusetts
Careful estate planning can protect your assets for your loved ones. Massachusetts and federal estate taxes have high rates, and the government can take a significant portion of your wealth. At the Gemma Law Office, P.C., we will develop an estate plan to effectively address your tax planning.
Contact us by e-mail to schedule a free initial consultation. We will evaluate your situation and explain your estate tax planning options.
Addressing Your Tax Concerns
If you are concerned about federal and state taxes, it is important to turn to a dedicated, professional estate tax planning lawyer. Attorney Gemma is a member of the National Academy of Elder Law Attorneys. In addition, he is a member of WealthCounsel, a national organization of estate planning attorneys.
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 (but not limited to these items) include:
- Investments
- Bank accounts
- Retirement accounts
- Your share of jointly owned accounts
- Life insurance polices
- Real estate
This is general information. For information specific to your situation and your tax liability, contact our office. Your particular needs and circumstances vary from one person to the other. We will listen to all of your estate planning goals, and incorporate tools to minimize the tax consequences for your loved ones.
Using the right combination of estate planning tools, we can help you protect your assets for your loved ones. Contact us by e-mail to schedule a free initial consultation at our Braintree office.
