Estate Planning

Our estate planning services are intertwined with the business and tax needs of our clients. We are adept at determining the overall economic consequences of various estate planning techniques. Our extensive background in administration helps us when creating both simple and complex estate plans. We help maximize the overall tax impact on individuals and families through use of appropriate estate planning tools.

Contact us at 617-904-9424
Edward J. Bartlett, Jr. ejb@bartlettpc.com
Dianne L. Frade dlf@bartlettpc.com