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Reduction of Estate, Gift & Income Taxes

We help clients with substantial estates minimize taxes through:

  • Tax oriented trusts, including credit shelter trusts, marital trusts, QTIP trusts and irrevocable life insurance trusts
  • Designation of appropriate beneficiaries on retirement plans and life insurance
  • We frequently collaborate in these efforts with clients' financial advisors and accountants.

Learn more about our reduction of estate, gift, and income tax services by contacting us today.

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Areas We Serve

Our office is in Winthrop, Maine, located approximately 10 miles from Augusta, and 17 miles from Lewiston. We are also available by appointment to meet in the Brunswick/Topsham area and the Waterville area.