179 Northampton
Street, Suite B Easthampton, MA 01027 Office: (413) 527-8159 Fax: (413) 527-7921 1350 Main Street, 15th
Floor Springfield, MA 01103 Office: (413) 733-8288 Fax: (413) 733-9433
"Delivering the service that you
want"
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 savings 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 succession planning ·
Charitable gift strategies ·
Fiduciary services ·
Tax preparing services ·
Fiduciary income tax returns ·
Estate tax returns
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