201 Jones Rd., Suite 620
Waltham , MA 02451
Phone: 781-894-0488
Fax: 781-398-1340


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  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.

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