We are ready to help a client who wants a simple will, but at the same time we have the expertise to design a sophisticated estate plan, which takes into consideration the available state and federal estate tax exemptions and deductions. Retirement plans, including IRAs, represent a significant portion of the estates for many of our clients. We evaluate the death benefit options for such plans and tailor revocable trusts and beneficiary designations to achieve the client’s estate planning goals and favorable income tax results. What distinguishes our practice is our capacity to creatively address client concerns about special, personal, and family circumstances.
246 Walnut Street, Newton, MA 02460 | 617 964 7000
© Copyright 2023 Rosenberg, Freedman and Lee LLP. All rights reserved.