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

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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


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.

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