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Planning For Estate Taxes

After paying taxes all their lives, our clients do not want to pay more than they have to in taxes when they die. You can minimize or even eliminate estate taxes by planning carefully with us in advance (before they die). An appropriate plan will often result in your family saving tens or hundreds of thousands of dollars in unnecessary tax payments.

Even after death, it may not be too late for a surviving spouse to plan for their family. Some estate tax planning can be done after death, but only under very tight deadlines. If your spouse has passed away within the last nine months and you have a taxable estate you should see a qualified estate and tax planning attorney as soon as possible to learn what your options are.

Anyone who dies with a gross estate of $1 million or more is subject to estate taxes. And if the decedent has made large lifetime gifts, the threshold for triggering estate taxes may be substantially less than $1 million.

At , we are fond of saying that the only people who pay estate taxes are those who fail to plan! Sadly, many people fail to plan and their loved ones discover too late that massive payments to the government could have been entirely avoided with careful advance planning.

Estate tax planning is entirely lawful — just as any legitimate tax planning for your income taxes.

Massachusetts has long had an estate tax for estates over $1 million. On the federal level, the current threshold for estate taxes is estates over $5 million, indexed for inflation. Estates over the federal threshold can pay 40% or more in taxes!

Estate tax planning can also be used advantageously for life insurance policies and retirement plans to eliminate or minimize estate taxes for generations. The laws are clear and give a variety of opportunities to people to plan around estate taxes – but you must take action to enjoy the benefit of these laws.

For additional information about our qualifications and the benefits of retaining our services, please see our page entitled, “Why Choose Us.”

For experienced representation and sound advice concerning estate tax planning from an experienced estate tax lawyer, please call us at 866-406-8582.

Contact A Massachusetts Estate Tax Attorney

To discuss your estate tax planning goals with an experienced lawyer, please schedule a confidential consultation by calling 866-406-8582. You may also elect to submit our intake form, and we will contact you. Out-of-office consultations can be arranged by appointment. We serve clients in Wakefield and throughout Essex and Middlesex counties.

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Upcoming Presentations

Protect your Home and Savings

Milano Senior Center
201 West Foster Street, Melrose, MA
Wednesday, April 29, 2020 from 2:00 p.m. – 3:00 p.m.

Protect your Home and Savings

Friends of Indian Senior Citizens Organization
Burlington Senior Center
61 Center Street, Burlington, MA
Wednesday, April 8, 2020 from 10:30 a.m. – 11:30 a.m.

Navigating the Maze of Getting Older – The Legal, Financial and Health Related Essentials for Protecting Yourself and Your Loved Ones

Artis Senior Living
1100 Main Street, Reading, MA
Wednesday, February 26, 2020 from 5:30 p.m. – 7:00 p.m.

Protect your Home and Savings

Topsfield Senior Center
Topsfield Council on Aging
Thursday, September 19, 2019 from 12:15 p.m. – 1:15 p.m.

Protect your Home and Savings Against the Risk of MassHealth and Long Term Care Costs

North Shore Elder Services
300 Rosewood Drive, Suite 200, Danvers, MA
Wednesday, August 7, 2019 from 1:00 p.m. – 2:00 p.m.

Protect your Home and Savings

Jenks Senior Center
Winchester Council on Aging
Thursday, June 13, 2019 from 10:00 a.m. – 11:00 a.m.

North Shore Elder Services

Protect your Home, Savings and Independence

Parkinson’s Support Group
Beverly Senior Center
Monday, May 13, 2019 from 1:00 p.m. – 2:00 p.m

Estate Planning for Baby Boomers and Seniors

Mayor Jean A. Levesque Community Life Center
401 Bridge Street, Salem, MA
Thursday, May 9, 2019 from 4:00 p.m. – 5:00 p.m.

Jenks Center Resource Fair

Winchester Council on Aging
Winchester, MA
Wednesday, May 8, 2019 from 1:30 p.m. – 3:30 p.m.

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In Depth Practice Info

Office Location


One Common Street
Wakefield, MA 01880

Toll Free: 866-406-8582
Fax: 781-245-9399
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