Estate Planning

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Smolak & Vaughan has extensive experience in the areas of estate planning and taxation and probate and trust administration.  In addition to providing individualized estate and tax planning solutions to clients with significant wealth, we can prepare efficient and cost-effective estate plans for those with modest, non-taxable estates. We counsel entrepreneurs and small business owners on issues related to entity choice and structuring in order to integrate their estate planning with their business succession planning. We have structured and implemented life insurance trusts to provide liquidity to estates while avoiding adverse estate tax results.

We assist clients who are moving out of Massachusetts on change of domicile tax issues and compliance with Massachusetts Department of Revenue requirements to establish non-resident status. We also assist clients, both fiduciaries and beneficiaries, to navigate the probate courts in order to obtain fiduciary appointments, have wills admitted, and to ensure proper administration and distribution of estate assets. Services include: