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Tax Issues in Probate

Skilled Attorney Handling Probate and Estate Administration Matters

State and federal estate taxes can be complicated and costly. If a family member has passed away, you may need to file a tax return for the estate and for the individual. A knowledgeable attorney with experience handling probate and estate administration can answer your questions and help you with tax issues in probate.

At the Gemma Law Office in Braintree, Massachusetts, we help clients throughout the South Shore area with a range of probate matters, including tax issues. We are dedicated to providing clients with the advice and guidance they need through this difficult time in their lives. To learn more about estate taxes, contact attorney Anthony Gemma online, call 781-767-7363 or call toll free at 877-549-3746.

Tax Returns for the Estate and the Individual

There are two tax returns that you must consider when handling an estate. First, if your loved one's assets generate income, you may need to file a tax return for the estate itself. Second, you will need to file an individual tax return for the deceased.

Estate and income taxes can be complicated. Attorney Anthony Gemma can help you understand the taxes being paid and determine if you need to file a return on the estate. He will work one-on-one with you, answering your questions and addressing your concerns, so you can feel confident in the decisions you make regarding the estate and probate process.

Avoiding Estate Taxes Through Careful Planning

In addition to advising clients regarding estate administration and probate, we also provide estate planning services to help clients avoid costly estate taxes. In some cases, you may want to disclaim property as part of a tax strategy or create a credit shelter trust to shield your assets from taxes and creditors. We will work with you to explore every option and develop an estate tax strategy that fits your needs.

Schedule a Free Consultation With a Braintree Estate Taxes Lawyer

Make today the day you start planning wisely for the future. Contact us by telephone or e-mail to schedule a free initial consultation with attorney Anthony Gemma. Our Braintree office is easily accessible from Boston, as well as MetroWest and South Shore communities, and has free parking and disability access.

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Gemma Law Office, P.C.
35 Braintree Hill Park, Suite 404,
Braintree MA 02184

Phone: 781-767-7363
Phone: 877-549-3746
Fax: 781-380-8189
Braintree Law Office

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