Practice Areas
Tax Planning
Clients call on Estate Preservation Law Offices for our specialized knowledge of tax issues and developments.
Tax Planning for Individuals and Businesses
Clients call on Estate Preservation Law Offices for our specialized knowledge of tax issues and developments. Whether working with individual or business clients on a simple estate plan or on more sophisticated business transactions, our tax professionals make it a point to identify and discuss all relevant tax considerations, and then provide sound tax planning strategies. While every planning situation has a primary objective – be it nursing home protection or financial aid – our aim is to ensure the most favorable tax outcome given each client’s unique situation.
In addition to the planning areas listed on this site, our tax planning services include:
- Estate tax, gift tax, and generation skipping transfer tax planning
- Estate tax return preparation
- Gift tax return preparation
- Individual, business and fiduciary income tax return coordination and consultation
Our Practice Areas
- Estate Planning
- Asset Protection Planning
- ElderLaw & Medicaid Planning
- Business & Corporate Planning
- Special Needs & Disability Planning
- Estate & Trust Administration
- Guardianships & Conservatorships
- Tax Planning Corporate & Individual
- Charitable & Exempt Organizations
- Equine & Pet Trust Planning
- Veterans’ Benefits Planning
- Financial Aid Planning
Request a Free Consultation
We offer complimentary consultations because we understand that knowledge is power, and that informed clients are empowered to make the best decisions for themselves and their families.
More about Tax Planning from Our Blog
The Federal and Gift Estate Tax Exemption Has Changed: But not in Massachusetts
By Brendan T. King This is the first year that taxpayers will file income taxes under the Tax Cuts and Jobs Act of...
Keeping Tabs on the Trump Administration & GOP Tax Reform Plan
By: Linda T. Cammuso: President Trump unveiled an ambitious tax cut reform plan soon after his inauguration. As of...
Funding: A Vital Step in the Estate Planning Process
Often, after having signed their estate planning documents, clients convey the relief they feel at having finalized...
EPLO
Worcester Office
71 Elm Street
Suite 100
Worcester, MA 01609
Uxbridge Office
9 N Main Street
Uxbridge, MA 01569
Leominster Office
150 Hamilton Street
Leominster, MA 01453
Braintree Office
100 Grandview Road
Suite 405
Braintree, MA 02184
Cape Cod & Islands
776 Main Street
Hyannis, MA 02601
OUR CLIENTS - Individuals, entrepreneurs, families, business owners, medical, legal and other professionals, fiduciaries, and parents of children with disabilities, are among the diverse types of clients that look to Estate Preservation Law Offices to meet their planning needs. From simple issues to complicated problems, clients come to us for results, and we deliver. Our pride and satisfaction come from building an extraordinary rapport with clients and helping them to solve their problems and achieve their goals.
Estate Preservation Law Offices of Worcester, MA provides multi-leveled and integrated estate planning and asset protection planning services. Protecting Assets During Your Lifetime. Preserving Them For Future Generations.