Knowledgeable Framingham Estate Taxes Lawyer

Guidance from a Reliable Estate Tax Attorney in Ashland

Many believe estate planning is only for the wealthy. However, regardless of the value of your assets, planning an estate is an important step to take as soon as possible.

At Cali Law, we understand that you have worked hard your whole life to provide for your family. After you pass away, estate taxes may be imposed on the assets and property that you hoped to leave behind for your loved ones. Fortunately, working with an estate tax attorney can help make some or all of your assets immune to taxation.

Our estate and elder law firm can help you with a wide range of estate tax matters, including:

Establishing insurance trusts
Planning for passing on real estate
Planning for a family wealth transfer
Searching for ways to minimize estate tax liability
Assisting with personal legacy planning

To learn more about how we can assist you with your estate taxes, contact our law office in Ashland, MA at (508) 252-8186.

Contact an Estate Tax Attorney in Framingham

At Cali Law, we assist individuals from all walks of life to address estate issues, including tax planning. Our estate tax lawyer is well-educated on all of the changes and nuances in estate tax law, which allows us to provide you with valuable tools. We have years of experience in assisting our clients with their asset protection options, and we can help you find the right estate planning documents for your situation.

If you would like our assistance to protect your estate from the impact of taxes, you've come to the right place. Whether you already have an estate plan in place or are starting from scratch, the estate planning attorneys at Cali Law can help.

We serve clients throughout Ashland and Middlesex County and offer flat-rate pricing. Call our law firm today at (508) 252-8186 for a free consultation on your estate tax issue.

Solutions to Lower or Avoid Estate Taxes

Our goal is to educate you about how your estate can be minimized by estate and inheritance taxes and how to mitigate this. These strategies can help ensure the maximum amount of your assets are passed to your surviving spouse, family members, and loved ones.

There are several estate and trust tools we can use to protect your assets. Two common tools include creating an irrevocable trust and charitable gifting.

An irrevocable trust cannot be modified or terminated without the prior permission of named beneficiaries. This type of trust allows you to place funds or assets into a trust directed to a specific person or persons. Placing most types of assets in an irrevocable trust removes those assets from the taxable estate. When distributed by a trustee, these assets are not subject to taxes.

Charitable gifting allows you to give your grandchildren or children yearly gifts without being taxed, so long as the gifts follow certain regulations. Yearly gifts under a specific threshold do not need to be reported, nor are they considered taxable income for the child or grandchild. Additionally, covering medical or educational costs for grandchildren is not subject to gift limits.

Why Choose Cali Law?

Your Family's Future Depends on it

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Available 7 Days a Week

Legal issues don’t wait for weekdays. We’re here when you need us, including evenings and weekends.

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