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Estate Tax Planning in Massachusetts


Serving Families and Individuals in Leominster, Fitchburg, Gardner and the Surrounding Massachusetts Towns and Cities

Historically speaking, the federal estate tax is an excise tax levied on the transfer of a person's assets after death. In actuality, it is neither a death tax nor an inheritance tax, but more accurately a transfer tax. There are three distinct aspects to federal estate taxes that comprise what is called the Unified Transfer Tax: Estate Taxes, Gift Taxes, and Generation- Skipping Transfer Taxes. Legal planning to avoid or minimize federal estate taxes is both a prudent and an important aspect of comprehensive estate planning. 

If you are concerned about how your current estate and gift planning may function in light of ATRA 2012, and thereafter, then we encourage you to schedule a consultation.

 

AV® Preeminent™ and BV® Distinguished™ are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.

Gelinas & Ward, LLP serves families, individuals and businesses in the Leominster, Massachusetts area. They specialize in all-inclusive estate planning services for both you and your business. They also provide extensive planning through Elder Law services, wills and trusts, powers of attorney, long-term care planning, special needs planning, probate and estate administration, trust administration, guardianships and conservatorships, business succession planning, real estate transactions, and business mergers and acquisitions. Their offices are located in Leominster, but they serve clients all throughout North Central Massachusetts, including Fitchburg, Gardner, Worcester, Lunenburg, Sterling, Worcester County, and the surrounding cities and towns.

Gelinas & Ward, LLP

106 Merriam Avenue
Leominster, MA 01453

365 Main St
Worcester, MA 01608

978-537-2200
info@gelinasestateplanning.com
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