Estate Planning & Taxation

Gloucester, Massachusetts Estate Planning & Taxation Lawyer

As you and your children grow older, you may ask yourself, "What happens when I die if I don't have a will or estate plan in place?" You may wonder how you can plan so that your wishes will be carried out when you die. Will my loved ones be provided for? How do I protect my assets so they only go specifically to the people that I want them to go to? If you have been thinking about any of these questions, it is probably time to consider having an estate plan put into place.

To learn more about how we can help you establish an estate plan or modify an existing will or trust, contact us online or call us at 978-381-4311 (toll free at 888-803-8944).

Estate Planning

At the Law Offices of Robert J. Madruga, we work with couples and individuals who have reached the point in life where they want to set in motion a plan for their estate. With the flood of do-it-yourself kits on the Internet, the reality is that you can create your own will. But contacting an experienced attorney will ensure that your future is planned for correctly the first time. Our attorney can ensure that your plan accurately reflects your overall wishes and is properly executed. We help people plan for the future by drafting wills, creating trusts, designating powers of attorneys, establishing financial and healthcare proxies (living wills), and filing homesteads.

Taxation

We provide guidance not only on how to create an effective estate plan but also on how to minimize the amount of estate tax you will pay. If you do things right the first time, you can avoid problems with the IRS and potentially the probate process down the road. Following the death of a loved one, we prepare estate tax returns. We also prepare fiduciary income tax returns and can help you maximize results by properly rolling the estates' income tax deductions to benefit the individuals receiving the proceeds from the estate. In addition to estate and fiduciary returns, we also have experience in preparing individual income tax returns and helping with business taxation concerns. As a former tax attorney for the IRS, our attorney knows the quirks of taxation that many accountants and CPAs may not know.

Probate

As a part of our full-service approach to estate planning, we follow through with the execution of your wishes and can help administer probate. When a client passes on, we often help with the administration and distribution of the estate during probate. If we have done our job correctly during planning the estate there is often very little amount to probate under a voluntary probate process.

Whether you are modifying a will, need help preparing an estate or fiduciary tax return or are facing the probate process, the Law Offices of Robert J. Madruga can help. For more information call us at 978-381-4311 or contact us online. Evening and weekend appointments are available.

Law Offices of Robert J. Madruga
128 Main Street
Gloucester, MA 01930
Phone: 978-381-4311
Toll Free: 888-803-8944
Fax: 978-283-1604
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