Jump to Navigation
Call To Schedule A Consultation | (781) 708-0115 |(866) 323-3440

Estate & Gift Tax

Massachusetts Estate & Gift Tax Attorneys

Proper estate planning is more than ensuring your assets are passed to the intended beneficiaries. Reducing or eliminating state and federal estate taxes is a priority for all clients. At Samuel, Sayward & Baler, LLC, in Dedham, Massachusetts, we have a distinguished reputation for thorough, effective estate planning geared toward the minimization of estate and gift taxes.

Is Your Estate Subject to Estate Taxes?

Many people are not aware that their estates may be subject to estate tax when they die, or that the value of life insurance proceeds, retirement assets and their personal possessions are included when determining the value of an estate for estate tax purposes. While the current federal law exempts estates of any value from the federal estate tax, estates of Massachusetts residents in excess of $1 million are subject to Massachusetts estate tax.

The estate planning lawyers at Samuel, Sayward & Baler, LLC can help you determine whether your estate is vulnerable to estate taxes and provide you with planning options to reduce or eliminate the estate taxes that will be due at death. To schedule a consultation with a greater Boston area estate planning lawyer regarding how to avoid paying estate and gift taxes, contact Samuel, Sayward & Baler, LLC in Dedham, Massachusetts, by phone or by e-mail.

Your Future Is Our Number One Priority

Clients' desired outcomes are forefront in our estate tax attorneys' thinking as we help individuals, families and business owners plan for such complex issues as life insurance proceeds, 401K payouts, real estate sales and business succession goals.

One of our most common goals for those with taxable estates is eliminating estate and gift taxes that reduce the amount of assets your beneficiaries receive as their inheritance. We offer customized solutions, including trusts, to achieve your goal of minimizing estate taxes. We use our experience and knowledge in estate planning to counsel you on sound and effective estate planning options.

Contact Our Estate Planning Attorneys

Contact our estate tax lawyers today. Tell us what your goals are and allow us to help you craft the appropriate estate planning mechanisms that will most closely bring about your ideal outcome.

NAELA™ National Academy of Elder Law Attorneys, Inc. Member | REBA Member | Member WealthCounsel®