Tax and Estate Planning

Benjamin Franklin once said that in this world nothing is certain but death and taxes. While true, another certainty is that the combined effect of those two events on the income and estate of the uninformed can devastate a lifetime’s effort to accumulate wealth for current and future generations and charitable causes. At Rich May, we believe that through careful planning and guidance, the financial impact of these two events on our client’s income and estates can be efficiently navigated in a thoughtful and tax-advantaged manner. Our tax and estate planning attorneys work hand in hand with our clients and their families as personal and trusted advisors to structure and implement tax-efficient strategies to meet the estate planning, giving and testamentary goals of our clients both during and after their lives.

We offer a variety of tax, estate planning and fiduciary services including:
• Tax planning for individuals, businesses and exempt organizations
• Wills, pour-over trusts, durable powers of attorney and healthcare proxies
• Advanced estate planning techniques for high net worth clients, including Family Limited Partnerships and Qualified Personal Residence Trusts
• Estate Administration, including preparation and submission of filings with the Probate Court and preparation of federal and state estate tax returns
• Trust Administration, including preparation of annual accounts and coordination of preparation and filing of annual federal and state income tax returns