Estate Planning
We offer counseling on:
- Incapacity and Catastrophic Illness Planning
- Methodologies to avoid the time and expense of the Probate process
- Providing for individuals with Special Needs without jeopardizing government benefits
- Asset Protection planning, Wealth Preservation strategies, and Charitable Giving techniques
- Planning strategies to minimize both Federal and Massachusetts estate taxation
Dalton & Finegold offers a full range of Trust and Estate services to our clients to preserve their wealth and to enable them to pass assets in the most appropriate and tax-efficient manner. (Details)
David J. Burbridge