TOP 30 Best Inheritance tax avoidance in Massachusetts

PFS Tax, Inc. is a specialized accounting and finance institution located at 500 East Washington Street in North Attleborough, Massachusetts. We focus on providing proactive tax solutions to small businesses and fiduciaries, helping our clients take control of their financial situation. Whether you are a business owner, executor of an estate, or going through a life transition, we are here to guide you through the maze of financial decisions. Our team of experts will assist you with tax planning, personal and small business accounting, trust/estate tax, and more, ensuring that your financial picture remains tidy and organized. At PFS Tax, we understand the importance of staying disciplined and prepared for financial opportunities. Our unbiased perspective helps clients avoid making poor decisions, while our personalized approach allows us to create actionable plans tailored to your specific goals and aspirations. We work with you every step of the way, providing the necessary resources and knowledge to help you make informed decisions.

Balance Wealth Advisors is a leading finance and insurance agency located at 57 River Street in Wellesley, Massachusetts. Our team of experienced advisors is dedicated to helping clients achieve financial balance and security through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or protecting your assets with insurance coverage, we are here to provide expert guidance and support. Visit us today to learn more about how we can help you achieve your financial goals.

Welcome to Eastside Home Solutions - We Buy Houses Located at 4 Court Street, Taunton, Massachusetts, Eastside Home Solutions is your trusted real estate partner, specializing in buying homes in any condition. Whether you're facing foreclosure, dealing with an inherited property, or simply looking to sell without the hassle of repairs, realtor commissions, or hidden fees, we've got you covered.

Legacy Counsellors, P.C. is a trusted estate planning law firm located at 358 Sewall Street in Ludlow, Massachusetts, United States. Specializing in protecting the assets and legacies of their clients, Legacy Counsellors, P.C. serves individuals and families in Massachusetts, Connecticut, and surrounding areas. Whether you are a married couple like James and Patti, a business owner like Annabel, or someone like Thomas and Gloria who has inherited a substantial estate, Legacy Counsellors, P.C. is dedicated to helping you plan for the future and protect what you have built for your loved ones.

Berkshire Money Management is a finance institution located at 72 Stockbridge Road in Great Barrington, Massachusetts, United States. They specialize in helping individuals who are going through major financial transitions such as retirement, selling a business, or receiving an inheritance. They offer comprehensive financial planning services to ensure their clients' long-term financial security. The firm is dedicated to creating and executing personalized financial plans for each client, handling all aspects of their financial lives. One client testimonial shared their positive experience with Berkshire Money Management after feeling ignored by their previous financial advisor. The firm offers real-life case studies to showcase their successful client relationships while maintaining anonymity. They also provide resources such as a chapter from "Don’t Run Out of Money in Retirement," a guide by veteran money manager Allen Harris that helps individuals increase income, avoid taxes, and preserve their assets. Berkshire Money Management values their clients' trust and does not offer any compensation for testimonials.

Francis Investment Consulting Group is a leading finance institution located at 66 West Street in Pittsfield, Massachusetts, United States. Our team of experienced financial advisors offers personalized investment strategies and expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our dedicated team is here to provide you with comprehensive financial solutions tailored to your individual needs. Trust Francis Investment Consulting Group to help you navigate the complexities of the financial world and secure your financial future.

Sensible Financial Planning, located at 203 Crescent Street in Waltham, Massachusetts, offers personalized financial advice at a great value. Our team considers every aspect of your financial situation to create a comprehensive plan tailored to your needs and goals. We focus on optimizing your assets, investments, insurance, taxes, and retirement planning to help you live well now and leave a legacy for your loved ones. At Sensible Financial, we stay up-to-date on the latest trends and strategies in finance, including different ways to invest in TIPS and common Medicare mistakes to avoid. Our team is always expanding, with new employees Ellen and Brandon joining us this month.

American Private Wealth is a renowned finance institution located at 165 Middlesex Turnpike in Bedford, Massachusetts. With a strong focus on providing personalized wealth management services to individuals and families, American Private Wealth is dedicated to helping clients achieve their financial goals and secure their futures. Our team of experienced professionals offers tailored investment strategies, retirement planning, estate planning, and more to ensure that each client receives the highest level of service and expertise. Trust American Private Wealth to guide you towards financial success and peace of mind.

Merrill Lynch Financial Advisor Frederick E Palmer is a reputable financial institution located at 1545 Iyannough Road in Barnstable, Massachusetts, United States. Specializing in finance, they offer expert advice and services to help clients manage their investments and achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Merrill Lynch Financial Advisor Frederick E Palmer is dedicated to providing top-notch financial guidance to individuals and businesses alike.

Edward Jones - Financial Advisor: Rich Ebbert is a reputable financial institution located at 12 Essex Street in Andover, Massachusetts, United States. Specializing in finance, they offer personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Rich Ebbert and his team provide expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Rich Ebbert is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Ameriprise Financial: Winter K is a finance institution located at 1100 Winter Street in Waltham, Massachusetts, United States. With a focus on providing comprehensive financial planning services, Ameriprise Financial helps individuals and families achieve their financial goals and secure their future. The experienced professionals at Winter K are dedicated to offering personalized financial advice and guidance tailored to each client's unique needs and circumstances. Whether you are planning for retirement, saving for your children's education, or investing for the future, Ameriprise Financial: Winter K is here to help you navigate the complexities of the financial world and make informed decisions.

Premium Financial Services is a leading finance institution located at 114 Broadway in Somerville, Massachusetts. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our knowledgeable staff is here to provide personalized solutions tailored to your specific needs. Visit us today to experience the premium level of service that sets us apart from the rest.

Stephen Adams is a Financial Advisor at Ameriprise Financial Services, LLC located at 700 West Center Street in West Bridgewater, Massachusetts, United States. Stephen holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Stephen's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a trusted advisor, Stephen is committed to providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients. Contact Stephen Adams today for comprehensive financial planning services.

Heritage Wealth Management is a prestigious financial institution located at 0 Governors Avenue in Medford, Massachusetts, United States. With a commitment to providing personalized and comprehensive financial planning services, Heritage Wealth Management helps clients achieve their financial goals and secure their financial future. The institution's team of experienced professionals offers expert advice on investment strategies, retirement planning, estate planning, and more. Trust Heritage Wealth Management to guide you towards financial success and prosperity.

David Marshall Datz, PC is a premier law firm located at 167 Commercial Street in Provincetown, Massachusetts. Specializing in Real Estate and Estate Planning Law, the firm focuses on ensuring that all aspects of your assets, including digital assets, are accounted for in your estate plan. With the addition of Michael Clancy and Ryan Cunningham to the Real Estate Practice, the firm offers expert advice on navigating the complex real estate market in Massachusetts, especially in the current "seller's market". Estate planning at David Marshall Datz, PC involves both basic and advanced plans to benefit you and your loved ones in the event of incapacity or death. By creating a plan now, you can choose appropriate fiduciaries, control the manner and timing of distributions, and avoid probate and minimize taxes. The firm also helps clients set up revocable living trusts to transfer assets and avoid probate proceedings.

Envision Estate Planning LLC is a warm and welcoming institution located at 22 Mill Street in Arlington, Massachusetts. Our focus is on providing estate planning services with heart, ensuring that our clients feel comfortable, valued, and cared for throughout the process. We believe in taking the time to truly understand your unique needs and goals, and we never want you to feel rushed or pressured. At Envision Estate Planning, we limit the number of clients we serve each month to ensure that you receive the attention and time you deserve. We offer a free 15-minute consultation to discuss your needs and answer any initial questions you may have. If you decide to move forward, we will schedule a more in-depth consultation to present you with options, explanations, and customized recommendations.

Kennan Law Offices, located in Sandwich, Massachusetts, is a trusted institution specializing in estate planning and asset protection. With a focus on providing peace of mind to families, the team at Kennan Law Offices helps individuals navigate life changes and unexpected events while preserving wealth and protecting inheritances. Their experienced lawyers pay close attention to each client's unique concerns and customize plans to meet individual needs. Whether you already have a plan in place or need to start from scratch, Kennan Law Offices is ready to assist.

Estate Planning/Boston, a division of Gold Law Firm, LLC., is a trusted legal institution specializing in estate planning services. Located at 1 Hollis Street in Wellesley, Massachusetts, this law firm is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out through comprehensive estate plans. With a team of experienced lawyers, Estate Planning/Boston provides personalized guidance and expert advice to clients seeking to secure their financial future and legacy. Trust in Estate Planning/Boston for all your estate planning needs.

Welcome to David Marshall Datz P.C., your premier law firm specializing in Real Estate and Estate Planning Law, conveniently located at 530 Tremont Street, Boston, Massachusetts, and Provincetown, Massachusetts. Our experienced attorneys are dedicated to providing comprehensive legal services tailored to meet your unique needs in both real estate transactions and estate planning. At David Marshall Datz P.C., we understand that estate planning is more than just managing tangible assets like jewelry, artwork, and real estate. In today's digital age, it's crucial to also consider your digital assets, such as online accounts, cryptocurrency, and digital memorabilia. Our expert estate planning attorneys will guide you in creating a robust plan that ensures your digital and physical assets are seamlessly passed on to your loved ones, while maintaining your privacy and minimizing the risk of identity theft.

Feroci Jr Anthony is a law firm located at 114 Merriam Avenue in Leominster, Massachusetts, United States. Specializing in Elder Law and Estate Planning, our team creates effective plans that help clients reduce nursing home bills, protect their life savings and real estate, avoid probate, and pass on inheritance to loved ones seamlessly. With a focus on prompt, organized, and accessible service, our knowledgeable team ensures that clients fully understand and are comfortable with their personalized plans. Whether planning in advance or dealing with immediate Medicaid needs, we guide clients through every step of the process. Since 1997, clients throughout Massachusetts have trusted us to provide peace of mind through tailored asset protection strategies. Lead attorney Anthony V. Feroci, Jr. offers legal representation to clients of all ages, with a particular emphasis on the needs of older and disabled individuals and their families. Contact us at 978-466-5011 or visit our office at Suite 204 in Leominster for expert legal assistance.

Welcome to Telegraph Hill Home Buyers Located at 19 Telegraph Street, Boston, Massachusetts, Telegraph Hill Home Buyers is your trusted local real estate partner, specializing in hassle-free home buying solutions throughout the Greater Boston area, Cape Cod, and beyond. Whether you're facing foreclosure, dealing with an inherited property, or simply looking to sell your house quickly without the headache of traditional real estate transactions, we’re here to help.

Gosselin & Kyriakidis, P.C. is a law firm located at 635 Massachusetts Avenue in Arlington, Massachusetts, United States. With over 25 years of experience, Gosselin Law specializes in providing high-quality and compassionate estate and trust planning representation. The firm is dedicated to helping individuals and families protect their assets, preserve their wealth, and minimize tax burdens. The attorneys at Gosselin Law offer a free case evaluation by phone to better understand clients' estate and trust planning objectives. They are available to answer any questions and provide guidance on securing assets and planning for the future. The firm emphasizes the importance of trusts for asset protection, estate tax avoidance, and legacy management.

Haroutunian Law Office, located at 790 Boston Road in Billerica, Massachusetts, is a specialized estate planning practice founded by James Haroutunian, Esq. With a focus on providing wills, trusts, and elder law services, the experienced attorneys at this institution prioritize and protect your family and assets. With over 20 years of experience, James Haroutunian has been recognized as a top lawyer in Boston and has been featured by various media outlets for his innovative and caring approach to estate planning. Clients can expect a low-stress and positive experience when working with the Haroutunian Law Office.

Welcome to CNAC Finance, your trusted partner in financial solutions located in the heart of Boston, Massachusetts. Situated conveniently at 710-720 Morrissey Boulevard, we are committed to providing exceptional financial services tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping you navigate the complexities of finance with ease and confidence. At CNAC Finance, we offer a comprehensive range of services, including personal finance consulting, investment planning, and business financial management. Whether you're looking to secure your financial future, grow your investments, or manage your business finances effectively, our experts are here to guide you every step of the way.

Coromandel Wealth Management is a prestigious finance institution located at 13 Maple Street in Lexington, Massachusetts, United States. With a focus on providing top-notch financial services, Coromandel Wealth Management offers personalized wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Coromandel Wealth Management is committed to helping you secure a prosperous financial future.

Axial Financial Group is a leading finance institution located at 1 Van de Graaff Drive in Burlington, Massachusetts, United States. Our team of experienced professionals is dedicated to providing comprehensive financial solutions to individuals and businesses. Whether you are looking for investment advice, retirement planning, or wealth management services, Axial Financial Group is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

South Shore Investment Services, located at 52 Accord Park Drive in Norwell, Massachusetts, is a finance and legal institution that provides fiduciary advisory services to clients in Massachusetts. Our goal is to protect and preserve your wealth, assets, and legacy for you and your family. As a wealth management firm aligned with an estate planning firm, we work together to create a comprehensive financial plan tailored to meet your specific goals, needs, and priorities. We take into account factors such as risk profile, time horizon, liquidity constraints, charitable giving, legal entities, and taxes to ensure a well-rounded financial landscape.

Clients First Financial is a reputable finance institution located at 72 Sharp Street in Hingham, Massachusetts, United States. We prioritize the needs and goals of our clients above all else, offering personalized financial solutions and expert advice to help them achieve their financial objectives. With a team of experienced professionals, we are dedicated to providing top-notch service and building long-lasting relationships with our clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Clients First Financial is here to help you every step of the way.

The Ferncroft Group is a branch of the renowned financial services firm Morgan Stanley, located at 35 Village Road in Middleton, Massachusetts. With a focus on providing comprehensive wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each individual's unique needs. Trust The Ferncroft Group at Morgan Stanley to guide you towards a secure financial future.

Tom Callahan, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 661 Washington Street in Norwood, Massachusetts. With a focus on helping clients achieve their financial goals, Tom offers personalized advice and guidance tailored to each individual's needs. With a background in finance and years of experience, Tom is well-equipped to assist clients in planning for their future. To connect with Tom and schedule a complimentary initial consultation, simply fill out the "Request consultation" form on the website. Take the first step towards securing your financial future with Tom Callahan and Ameriprise Financial Services, LLC.