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Tax guidance

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Strategic Planning for Tax Efficiency

Maximize savings, minimize stress

Tax planning is an essential part of protecting your wealth and ensuring your financial legacy. At Bespoke Trusts & Estates, we provide comprehensive tax guidance to help individuals and families navigate complex tax laws, reduce liabilities, and optimize savings. From federal and state estate taxes to income and capital gains taxes, our proactive approach simplifies the process and empowers you to make informed decisions.


We specialize in strategies like marital deduction planning, trust creation, and asset allocation to ensure your estate remains intact for future generations. Whether you’re preparing for estate tax changes or looking to reduce your annual tax burden, our customized plans provide clarity and peace of mind.

Key Elements of Your tax guidance

Effective tax planning requires a proactive approach and attention to detail. At Bespoke Trusts & Estates, we help you stay ahead of tax changes while ensuring your strategies align with your financial goals.

What We Do

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Federal State Tax Planning

Prepare for estate tax obligations with strategies that reduce or eliminate liabilities. We ensure compliance with Form 706 and help you maximize the federal estate tax exemption, which is currently set to decrease in 2026.

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Massachusetts Estate Tax Optimization

Massachusetts residents face a $2 million estate tax exemption, leaving many estates exposed. We develop plans to minimize exposure through trusts, gifting strategies, and other advanced techniques.

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Marital Deduction and Portability

Use the unlimited marital deduction to defer taxes for surviving spouses while planning for optimal use of estate tax exemptions. Our trust-based strategies ensure assets are preserved across generations.

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Income and Capital Gains Tax Management

Reduce annual taxes and manage capital gains with strategies tailored to your income, investments, and financial timeline. We help you minimize taxable gains while maximizing investment growth.

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