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Massachusetts Estate, Tax, Trust, &
Retirement Planning

 

Acton MA - Massachusetts tax planning and trusts -- Scheier & Katin PC , Middlesex County      Click to request assistance
Acton MA - Massachusetts trust asset management -- Wilson & Orcutt PC , Middlesex County      Click to request assistance
Andover MA - Massachusetts charitable remainder trusts -- Law Office Of Cabot J Lewis , Essex County      Click to request assistance
Barnstable MA - Massachusetts living wills and medical directives -- Robt J Reddy , Barnstable County      Click to request assistance
Barnstable MA - Massachusetts estate taxes, income taxes and capital gains -- Ronald J Seidel , Barnstable County      Click to request assistance
Beverly MA - Massachusetts end of life bereavement -- Alexander & Femino , Essex County      Click to request assistance
Boston MA - Massachusetts tax planning and trusts -- Cushing & Dolan PC , Suffolk County      Click to request assistance
Boston MA - Massachusetts trust asset management -- Daniel B Capobianco , Suffolk County      Click to request assistance
Boston MA - Massachusetts charitable remainder trusts -- Tevnan & Tevnan , Suffolk County      Click to request assistance
Braintree MA - Massachusetts living wills and medical directives -- Murphy Lamere & Murphy PC , Norfolk County      Click to request assistance
Brighton MA - Massachusetts estate taxes, income taxes and capital gains -- Bass Doherty & Finks PC , Suffolk County      Click to request assistance
Brockton MA - Massachusetts end of life bereavement -- Higgins Gianino & Santoro Law Offices , Plymouth County      Click to request assistance
Brockton MA - Massachusetts tax planning and trusts -- John E McCluskey Esq , Plymouth County      Click to request assistance
Brockton MA - Massachusetts trust asset management -- Wainwright Law Office , Plymouth County      Click to request assistance
Brookline MA - Massachusetts charitable remainder trusts -- Cushing & Dolan PC , Norfolk County      Click to request assistance
Brookline MA - Massachusetts living wills and medical directives -- Kickham Law Offices , Norfolk County      Click to request assistance
Brookline MA - Massachusetts estate taxes, income taxes and capital gains -- Law Offices Of Laurie Israel , Norfolk County      Click to request assistance
Burlington MA - Massachusetts end of life bereavement -- Marshall Crane & McAloon PC , Middlesex County      Click to request assistance
Bvrly Farms MA - Massachusetts tax planning and trusts -- Law Offices Of Mary Jo Pothier , Essex County      Click to request assistance
Cambridge MA - Massachusetts trust asset management -- Robert Trant , Middlesex County      Click to request assistance
Centerville MA - Massachusetts charitable remainder trusts -- Charles Case , Barnstable County      Click to request assistance
Concord MA - Massachusetts living wills and medical directives -- Law Office Of Melissa C Wesel , Middlesex County      Click to request assistance
Dennis MA - Massachusetts estate taxes, income taxes and capital gains -- Gilberti & Pitt LLC , Barnstable County      Click to request assistance
Dorchester MA - Massachusetts end of life bereavement -- Tevnan & Tevnan , Suffolk County      Click to request assistance
Duxbury MA - Massachusetts tax planning and trusts -- Jas T Pye , Plymouth County      Click to request assistance
Duxbury MA - Massachusetts trust asset management -- Thomas H Tucker , Plymouth County      Click to request assistance
East Longmeadow MA - Massachusetts charitable remainder trusts -- Mary K Eaton , Hampden County      Click to request assistance
East Longmeadow MA - Massachusetts living wills and medical directives -- Stephen Manning , Hampden County      Click to request assistance
Fall River MA - Massachusetts estate taxes, income taxes and capital gains -- Hague Sahady & Co PC , Bristol County      Click to request assistance
Fall River MA - Massachusetts tax planning and trusts -- James J O'Rourke Jr , Bristol County      Click to request assistance
Fall River MA - Massachusetts trust asset management -- Jane E Sullivan , Bristol County      Click to request assistance
Fall River MA - Massachusetts charitable remainder trusts -- Richard Harrison , Bristol County      Click to request assistance
Falmouth MA - Massachusetts living wills and medical directives -- Cynthia M Bourget & Assoc , Barnstable County      Click to request assistance
Framingham MA - Massachusetts end of life bereavement -- Jay J Lander , Middlesex County      Click to request assistance
Franklin MA - Massachusetts tax planning and trusts -- Gilmore Rees Carlson & Cataldo PC , Norfolk County      Click to request assistance
Great Barrington MA - Massachusetts trust asset management -- Stavisky & Kelly , Berkshire County      Click to request assistance
Great Barrington MA - Massachusetts charitable remainder trusts -- Susan M Smith , Berkshire County      Click to request assistance
Hadley MA - Massachusetts living wills and medical directives -- Dwyer & Sanderson , Hampshire County      Click to request assistance
Harwich MA - Massachusetts estate taxes, income taxes and capital gains -- Mark T Russell , Worcester County      Click to request assistance
Haverhill MA - Massachusetts end of life bereavement -- Dennis Spurling PC , Essex County      Click to request assistance
Haverhill MA - Massachusetts tax planning and trusts -- Faith E Delaney , Essex County      Click to request assistance
Haverhill MA - Massachusetts trust asset management -- James P Cleary III & Joseph A Cleary PC , Essex County      Click to request assistance
Haverhill MA - Massachusetts charitable remainder trusts -- JOHN G Cleary , Essex County      Click to request assistance
Hyannis MA - Massachusetts living wills and medical directives -- Cindy A Nuzzolo , Barnstable County      Click to request assistance
Hyannis MA - Massachusetts estate taxes, income taxes and capital gains -- David Bruce Cole , Barnstable County      Click to request assistance
Hyannis MA - Massachusetts end of life bereavement -- Haddleton & Associates PC , Barnstable County      Click to request assistance
Hyannis MA - Massachusetts tax planning and trusts -- Jos Sattler Jr , Barnstable County      Click to request assistance
Hyannis MA - Massachusetts trust asset management -- Spillane & Spillane LLP , Barnstable County      Click to request assistance
Hyannis MA - Massachusetts charitable remainder trusts -- Sykes & Cole , Barnstable County      Click to request assistance
Lexington MA - Massachusetts living wills and medical directives -- Jane A Trudeau , Middlesex County      Click to request assistance
Lexington MA - Massachusetts estate taxes, income taxes and capital gains -- Shapiro Elder Law & Estate Planning , Middlesex County      Click to request assistance
Lynn MA - Massachusetts end of life bereavement -- Law Office Of Lisa A Carrigan , Essex County      Click to request assistance
Lynnfield MA - Massachusetts tax planning and trusts -- Bowdoin E Seavey , Essex County      Click to request assistance
Marlborough MA - Massachusetts trust asset management -- Barbara H Rowe , Middlesex County      Click to request assistance
Marlborough MA - Massachusetts charitable remainder trusts -- Fay Law Offices , Middlesex County      Click to request assistance
Marlborough MA - Massachusetts living wills and medical directives -- Kevin R Hart , Middlesex County      Click to request assistance
Marlborough MA - Massachusetts estate taxes, income taxes and capital gains -- Wm F Brewin Jr , Middlesex County      Click to request assistance
Marshfield MA - Massachusetts tax planning and trusts -- Kaufman & Bennett , Plymouth County      Click to request assistance
Marshfield MA - Massachusetts trust asset management -- Levin & Levin , Plymouth County      Click to request assistance
Medfield MA - Massachusetts charitable remainder trusts -- Daniel W Nye , Middlesex County      Click to request assistance
Medway MA - Massachusetts living wills and medical directives -- Kenney & Maciolek , Norfolk County      Click to request assistance
Melrose MA - Massachusetts estate taxes, income taxes and capital gains -- Jane A Trudeau , Middlesex County      Click to request assistance
Needham MA - Massachusetts end of life bereavement -- Brown & Knight , Norfolk County      Click to request assistance
New Bedford MA - Massachusetts tax planning and trusts -- Michael T Lahti , Bristol County      Click to request assistance
New Bedford MA - Massachusetts trust asset management -- Novick Law Offices Incorporated , Bristol County      Click to request assistance
New Bedford MA - Massachusetts charitable remainder trusts -- Suzanne J Seguin PC , Bristol County      Click to request assistance
Newtn MA - Massachusetts living wills and medical directives -- Francesco Mercuti, Attorney At Law , Middlesex County      Click to request assistance
Newton MA - Massachusetts estate taxes, income taxes and capital gains -- Dennis A Herman CPA JD LLM , Middlesex County      Click to request assistance
North Adams MA - Massachusetts end of life bereavement -- Donovan & O'Connor LLP , Berkshire County      Click to request assistance
North Andover MA - Massachusetts tax planning and trusts -- Albert P Pettoruto Jr , Essex County      Click to request assistance
North Andover MA - Massachusetts trust asset management -- Howard R Perkins Jr , Essex County      Click to request assistance
North Andover MA - Massachusetts charitable remainder trusts -- Marybeth McInnis , Essex County      Click to request assistance
North Attleboro MA - Massachusetts living wills and medical directives -- Eliot T Brais , Bristol County      Click to request assistance
North Dartmouth MA - Massachusetts end of life bereavement -- Welby Law Offices PC , Bristol County      Click to request assistance
Northampton MA - Massachusetts tax planning and trusts -- Bacon & Wilson P C Morse & Sacks , Hampshire County      Click to request assistance
Northampton MA - Massachusetts trust asset management -- Benjamin A Barnes PC Attorneys At Law , Hampshire County      Click to request assistance
Northampton MA - Massachusetts charitable remainder trusts -- Daniel Karpman , Hampshire County      Click to request assistance
Northampton MA - Massachusetts living wills and medical directives -- Sasson Turnbull & Hoose , Hampshire County      Click to request assistance
Norwood MA - Massachusetts estate taxes, income taxes and capital gains -- Cushing & Dolan PC , Norfolk County      Click to request assistance
Norwood MA - Massachusetts end of life bereavement -- Russell McTernan & McTernan & Fruci , Norfolk County      Click to request assistance
Osterville MA - Massachusetts tax planning and trusts -- Law Offices Of Stuart W Rapp , Barnstable      Click to request assistance
Ostrvl MA - Massachusetts trust asset management -- Law Office Of Richard J Reilly Jr , Barnstable      Click to request assistance
Pittsfield MA - Massachusetts charitable remainder trusts -- Aaronson & Associates PC , Berkshire County      Click to request assistance
Pittsfield MA - Massachusetts living wills and medical directives -- Campoli & Monteleone , Berkshire County      Click to request assistance
Pittsfield MA - Massachusetts estate taxes, income taxes and capital gains -- J E Houghton Jr , Berkshire County      Click to request assistance
Pittsfield MA - Massachusetts end of life bereavement -- John Castiglione , Berkshire County      Click to request assistance
Pittsfield MA - Massachusetts tax planning and trusts -- Richard X Drennan , Berkshire County      Click to request assistance
Quincy MA - Massachusetts trust asset management -- Cody & Cody LLC , Norfolk County      Click to request assistance
Quincy MA - Massachusetts charitable remainder trusts -- Gordon Mond & Ott PC , Norfolk County      Click to request assistance
Quincy MA - Massachusetts living wills and medical directives -- Levin & Levin , Norfolk County      Click to request assistance
Salem MA - Massachusetts estate taxes, income taxes and capital gains -- Stern Keilty & Wall LLC , Essex County      Click to request assistance
Sandwich MA - Massachusetts end of life bereavement -- Law Office Of William M Yates, Barnstable County      Click to request assistance
Somerset MA - Massachusetts tax planning and trusts -- John C Farrissey & Associates , Bristol County      Click to request assistance
Springfield MA - Massachusetts living wills and medical directives -- Barry I Carman , Hampden County      Click to request assistance
Springfield MA - Massachusetts estate taxes, income taxes and capital gains -- Daniel Karpman , Hampden County      Click to request assistance
Springfield MA - Massachusetts end of life bereavement -- Fratar Kern & Kelly LLP , Hampden County      Click to request assistance
Springfield MA - Massachusetts tax planning and trusts -- Roberta L Brundrett , Hampden County      Click to request assistance
Springfield MA - Massachusetts trust asset management -- Shatz Schwartz & Fentin PC , Hampden County      Click to request assistance
Sudbury MA - Massachusetts charitable remainder trusts -- Hamilton Law Office PC , Middlesex County      Click to request assistance
Topsfield MA - Massachusetts living wills and medical directives -- The O'Connor Law Firm, Essex County      Click to request assistance
Wellesley MA - Massachusetts estate taxes, income taxes and capital gains -- Eric P Rothenberg , Norfolk County      Click to request assistance
West Springfield MA - Massachusetts end of life bereavement -- Lisa M Beauvais , Hampden County      Click to request assistance
West Yarmouth MA - Massachusetts tax planning and trusts -- Hayes & Hayes Attys At Law PC , Barnstable County      Click to request assistance
Westwood MA - Massachusetts trust asset management -- Barbara S Accetta Attorney at Law , Norfolk      Click to request assistance
Weymouth MA - Massachusetts charitable remainder trusts -- Gaughen Gaughen Lane & Hernando , Norfolk County      Click to request assistance
Williamstown MA - Massachusetts living wills and medical directives -- Robert C Ware Atty , Berkshire County      Click to request assistance
Worcester MA - Massachusetts estate taxes, income taxes and capital gains -- Howard J Potash , Worcester County      Click to request assistance
Worcester MA - Massachusetts end of life bereavement -- Law Office Of Paula A Smith , Worcester County      Click to request assistance
Worcester MA - Massachusetts tax planning and trusts -- Mark W Worthington , Worcester County      Click to request assistance
Worcester MA - Massachusetts trust asset management -- Marvin S Silver PC , Worcester County      Click to request assistance
Worcester MA - Massachusetts charitable remainder trusts -- Spillane & Spillane LLP , Worcester County      Click to request assistance
Wrcstr MA - Massachusetts living wills and medical directives -- Troy D Morrison , Worcester County      Click to request assistance
Wrentham MA - Massachusetts estate taxes, income taxes and capital gains -- Vignone & Vignone LLP , Norfolk County      Click to request assistance
Yarmouth Port MA - Massachusetts end of life bereavement -- John Conathan II , Barnstable County      Click to request assistance
Yarmouth Port MA - Massachusetts tax planning and trusts -- Peter W Hutton , Barnstable County      Click to request assistance

 

Contact Massachusetts Estate, Tax, Trust, & Retirement Planning

For the convenience of the public, care providers are listed on this page to show services available in a particular area. We cannot verify the business practice or the background of providers listed on this page. As a result, we do not provide contact information. Members of the Massachusetts Care Planning Council, listed on this site, have agreed to abide by a code of ethics. If you wish to contact a member of the Massachusetts Care Planning Council regarding any of the eldercare services listed on this page, please fill out the form below and a council member will contact you. Please be aware that your information may be shared with other members of the Care Planning Council who might be able to help you as well. Read Our Disclaimer.

 

MaCPC

Let Us Help You with Your Eldercare Problems or Questions

The Massachusetts Care Planning Council (MaCPC) lists companies and individual providers on this website who help families deal with the crisis and burden of long term care. One purpose of this website is to educate the public on the need for care planning before a crisis occurs. A second purpose is to provide, in one place, all of the available government and private services for eldercare. Finally, our ultimate mission is to offer a trusted listing service that the public will recognize and turn to for expert help in dealing with the challenges of long term care.

 
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About Estate Planning and Trust Management

Estate Planning
Trust Management

Estate Planning

A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

Estate planning from a qualified estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

Some advisers have recognized this need and have put together a team of experts such as attorneys, care managers and financial planners who provide a more complete and comprehensive approach to estate planning, long term care and end-of-life issues.

Trust Management

Many people who create trusts or wills or both will designate a trust company or bank to be a trustee for their property instead of using a member of the family or close friend to do this. The reason is that, all too often, assets are mismanaged or even stolen by family members or friends. Using a trust company that has a legally mandated, public fiduciary responsibility avoids this problem.

Trust companies are valuable partners in the management of trusts and in the process of estate planning. These companies, for a small fee, will manage and invest assets, maintain escrow accounts, hold property pending an exchange sale, provide life insurance and income annuities and provide safekeeping of valuables.

A trust is a legal document that "entrusts" property to a trustee (a bank, attorney, individual or trust company) to manage for a person or persons (beneficiaries of the trust) whom the maker of the trust wants to benefit. In most cases, the maker of a trust is creating a benefit for a loved one that will be distributed after the death of the creator or maker of the trust. Trusts usually involve very specific and detailed instructions on how a trustee is to carry out the duty of managing or distributing the property on behalf of a beneficiary.

A trustee will manage investments, keep records, manage assets and prepare court accountings, paying bills and (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal.

A trust relationship is also created in a will when the maker of the will specifies an entity to be an executor or personal representative of the estate. This person or company then becomes a trustee for the deceased individual who made the will. The responsibilities of an executor in settling the estate of a deceased person include collecting debts, settling claims for debt and taxes, accounting for assets to the courts and distributing wealth to beneficiaries.

A third party trust officer such as a bank, attorney or trust company may also assume the role of a guardian for a minor child, distributing assets in a prearranged manner when the child becomes an adult. Or the trust officer may also act on behalf of a developmentally disabled or mentally retarded person distributing assets under a special needs trust.

Trusts are most often used with estate planning. The purpose of estate planning is to minimize the cost and streamline the process of distributing assets to the next generation. Here are some of the more common reasons people create trusts in estate planning.

  • To avoid probate
  • To minimize or eliminate estate taxes
  • To create life insurance trusts
  • To avoid capital gains taxes on the sale of property
  • To create an annuity income through charitable gifting
  • To receive a charitable gifting income tax deduction
  • To manage assets on behalf of a minor or someone who can't handle his or her own affairs

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