Our Experience

Generational transfer of wealth is an essential sign of a free society. You’ve worked hard to accumulate assets so that you and your family may enjoy the wealth that is a reward for effort and perseverance. You deserve to choose how your resources will be distributed. Through thoughtful and purposeful Estate & Gift Tax planning, Gray, Gray & Gray gives you the power to take more control over the ultimate destination of your assets and the creation of your personal legacy.

The professionals of our Estate & Gift Tax practice group work to help protect your interests and those of your family, while allowing you to meet your financial goals. From tax and accounting decisions, to succession planning and business valuation, our team integrates seamlessly with your financial planning and legal advisors to develop estate, gift and trust plans that meet your goals and needs. Taking action now is essential if you want to help minimize your heirs’ tax burden.

Our Services

Our team provides the following Estate Planning and Trust services:

  • Monitor and adjust financial plan to accommodate changes in personal or regulatory circumstances
  • Gift planning
  • Portability planning
  • Estate and trust administration assistance
  • Business succession planning
  • Business valuations
  • Preparation of federal and state individual, business, fiduciary, estate, inheritance, and gift tax returns, including Federal Estate Tax Form 706, Federal Gift Tax Form 709, Fiduciary Tax Form 1041, and all appropriate state tax forms
  • Defer income tax paid by heirs through appropriate timing of distributions from the estate
  • Reduce income tax on future sales and dispositions of inherited assets by determining the correct cost basis of assets received from the estate
  • Estate inventory and valuation
  • Private wealth management

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Contact Our Estate Tax Planning Professionals​

Gray, Gray & Gray has provided estate tax planning and preparation for hundreds of estates across the U.S. We are ready to help you protect and preserve
your assets while minimizing the tax burden on your loved ones. Please contact us at (781) 407-0300 today.

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