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
    Estate Planning

Estate Planning

Tax Planning - Corporate and Individual

Elder Law and Medicaid Planning

Special Needs and Disability Planning

Financial Aid Planning

Charitable and Exempt Organizations

 
 
 

Estate Preservation Law Offices of Worcester, MA provides multi-leveled and integrated estate planning and asset protection planning services. Its services includes: estate planning, asset protection planning through domestic and foreign techniques, business and corporate planning, corporate and individual tax planning, elder law and Medicaid planning, estate and trust administration, guardianships and conservatorships, retirement planning, special needs and disability planning, financial aid planning, and charitable and exempt organizations. The firm serves clients in areas that include Worcester, Boylston, Braintree, Boston, Brewster, Brookline, Cambridge, Chatham, Fitchburg, Holden, Hyannis, Leominster, Newton, Needham, Northborough, Southborough, Shrewsbury, Wellesley, Weston, Westborough, Cape Cod & Islands, Central Massachusetts and Metro west / 495.

 
 
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