Estate Planning Strategies
Estate planning is more than distributing assets, it’s about protecting your legacy, minimizing taxes, and ensuring your wishes are honored. A thoughtful estate plan provides clarity for loved ones, reduces administrative burdens, and supports charitable goals or multigenerational wealth strategies.
Our team collaborates with your legal professionals to coordinate trusts, wills, beneficiary designations, and gifting strategies. James P. Moriarty, CPA helps you structure your estate in a way that aligns with your values and long-term objectives. With a proactive approach, you can preserve wealth, reduce estate taxes, and create a lasting impact for the people and causes you care about most.
Protect Your Assets
Our firm provides thoughtful, personalized estate planning guidance to help you protect your legacy and support the people and causes you care about most. Call us today at 781-569-5177 or request a free consultation to learn how we can guide your estate planning process.
- Coordinate trusts, wills, and beneficiary designations
- Minimize estate and inheritance taxes through strategic planning
- Support charitable giving and multigenerational wealth transfer
- Ensure your estate plan reflects your values and long-term goals