Practice Areas

Protecting Assets During Your Lifetime. Preserving Them For Future Generations.

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

More about Tax Planning from Our Blog

Our Offices

Worcester Office
71 Elm Street, Suite 100
Worcester, MA 01609
Tel: 508.751.5010
Fax: 508.751.5016

Leominster Office
156 Hamilton Street
Leominster, MA 01453

Uxbridge Office
9 N Main Street
Uxbridge, MA 01569

Braintree Office
100 Grandview Road. Suite 405
Braintree, MA 02184

Cape Cod & Islands
776 Main Street
Hyannis, MA 02601

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