I formed AZW Law so I could provide my clients with high quality estate planning at a reasonable cost. I have more than 20 years of experience, many of which were spent at some of the best firms in Boston, and I want my clients to benefit from that experience without having to bear the high cost that usually comes with it. I want to serve clients with estates of any size, large, small or in-between.
Over the years it also became apparent that clients preferred not to come downtown, adding yet another obstacle to taking care of this crucial family responsibility. By taking my practice to the suburbs I am hoping to make estate planning more accessible to everyone. I will come meet you in your home or office, or you can come meet me in Brookline at my offsite conference room at The Village Works. If meeting in person is difficult or impossible, I will gladly arrange for a videoconference over Zoom.
I pledge to give you the time that you deserve to develop the estate plan that fits for you and your family. I will be available to you when you need me and will endeavor to help you with all of your financial, insurance, accounting or any other planning or legal needs by leveraging my network to connect you to the best advisors.
I am licensed to practice in both the Commonwealth of Massachusetts and the State of New York (but please note that “house calls” in New York may be a bit more complicated).
At its core, an estate plan is the organization of your material assets to provide for the financial security and stability of your family both during your lifetime and after your death. Estate planning is not just about taxes – it is about deciding what is best for your family and making sure that the parameters for your family’s continued success are in place BEFORE something happens to you.
Estate Tax Basics
The estate tax is a tax levied on the transfer of wealth at death and is based on the total value of your property owned at death. Each person currently has a federal estate tax exemption of $10,000,000, indexed for inflation. For 2020, the amount is $11,580,000. That means that the tax is assessed on assets in excess of that amount. The exemption amount will be reduced to the extent of any taxable gifts you make during your lifetime.
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