Tax & Estate Planning

Estate planning is an essential component of financial planning. It is a process that helps you manage and preserve your assets while you are alive, and protect, control and distribute these assets after your death, according to your wishes and in a tax-efficient manner. It is a personal, on-going process that evolves as you accumulate wealth and as your family grows and matures.

Together, with Hemenway & Barnes LLP, we seek to understand your goals and develop a plan to help you achieve them. We do this in an enduring and tax-efficient manner and apply the advantages of New Hampshire's favorable trust laws. For some, this might be a straightforward plan involving a will, healthcare proxy, durable power of attorney or revocable trust. For other families, it might require more sophisticated approaches, such as split interest trusts, limited liability companies, private foundations, creditor protection techniques, and more. 

And, your needs will change over time. We continually assess new planning techniques and the ever-changing tax landscape and work with you to update your plan as your needs evolve and the law changes.