Estate & Tax Planning

Estate planning is an essential component of financial planning. It is a process that helps you manage your assets while you are alive, and provides for the stewardship of these assets after your death, according to your wishes and in a tax-efficient manner. It is a personal, ongoing process that evolves as you accumulate wealth and your family grows and matures.

Unlike many investment advisory firms and trust companies, we can help you formulate your estate plan. Working collaboratively with the attorneys at Hemenway & Barnes LLP, our affiliate law firm, we can help prepare all necessary legal documents or we can coordinate with your existing advisors.

We seek to understand your goals and develop a plan to help you achieve them, valuing the specific needs of your family above all else. We do this in a flexible manner and provide access to the advantages of New Hampshire's favorable trust laws. For some, this might be a straightforward plan involving a will, revocable trust, healthcare proxy, and durable power of attorney. For other families, it might require more sophisticated approaches, such as irrevocable multigenerational trusts, split interest trusts, limited liability companies, private foundations, and more. Over time, needs will ebb and flow.

In addition to flexibility, sound estate planning requires a thorough understanding of many different types of specialized assets. These might include:

• Partnership interests
• Valuable works of art and other tangible property
• Real estate
• Privately held businesses
• Investment vehicles
• Retirement assets
• Intellectual property

Your needs will change over time. Our advisors constantly assess new planning techniques and the ever-changing tax landscape.

Working with Hemenway & Barnes, we provide a one-stop, one-call solution to help you simplify the complexities of managing your wealth. Visit the Hemenway & Barnes website to learn more about Estate & Tax Planning services.