1350 Main Street, 15th Floor                 
Springfield, MA 01103                           
Office: (413) 733-8288                           
Fax: (413) 733-9433                               

    "Delivering the service that you want"


HOME

ABOUT US

SERVICES

DIRECTIONS

EMPLOYEES

EMPLOYMENT

RESOURCES


ESTATE  AND TRUST PLANNING

Long-term financial security is a common goal for many of our clients. Estate and trust professionals can guide you through the interrelated planning decisions to help you minimize transfer taxes while maximizing equitable asset distributions to your heirs. Our proactive approach addresses sheltering your estate, selecting a trustee, and applying tax saving opportunities and techniques consistent with tax laws to benefit your family.

We have the experience, knowledge, and training to work with you and your family in addressing complicated tax and estate planning issues.

Our team of professionals can provide you with a wide range of tax planning needs:
                            • Estate planning
                            • Gift tax planning
                            • Income tax planning for estates and trusts
                            • Business secession planning
                            • Charitable gift strategies
                            • Fiduciary services
                            • Tax preparing services
                            • Fiduciary income tax returns
                            • Estate tax returns


© 2015 J.M. O’Brien & Company, P.C. | Site Design by J.M. O’Brien & Company