Strategic tax planning in Lakeville, Massachusetts

Edelman & Associates is a reputable institution located at 3 Virginia Drive in Lakeville, Massachusetts, United States. Specializing in providing top-notch financial and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized attention, Edelman & Associates is the trusted partner for individuals and businesses seeking expert guidance in wealth management, retirement planning, and investment strategies. Contact us today to learn more about how we can help you secure a prosperous financial future.

Ashley E Evirs Esq is a law firm located at 104 Industrial, Lakeville, Massachusetts, United States. Attorney Ashley Evirs is a partner at the firm specializing in estate planning, estate and trust administration, and long term care planning. Ashley works with individuals and couples to design customized plans to suit their goals and needs, as well as reviews and updates existing plan documents. Her goal is to help clients avoid probate, minimize estate taxes, and provide asset protection for beneficiaries. In addition to estate planning, Ashley has experience in long term care planning and provides strategic counsel for the elderly community and their families preparing for MassHealth/Medicaid long term care applications. She counsels families on spenddown strategies, sets up Irrevocable Trusts for protection, and identifies planning deficiencies for improvement. Ashley also assists clients through the loss of a loved one, handling probate actions, resolving family disputes, acting as Trustee, and preparing estate tax returns.