Take Steps Now to Help Minimize Taxes

Planning Opportunities with the TCJA Sunset

Unless Congress acts, significant beneficial tax law changes that were implemented in the Tax Cuts and Jobs Act of 2017 (TCJA) will sunset on December 31, 2025. Learn about techniques and strategies to address tax law changes in the following areas:

Estate/Gift Tax
Income Tax
Itemized Tax Deductions
Business Income/AMT

Planning with the Massachusetts Millionaires Tax

The Massachusetts Millionaires Tax was approved by referendum in late 2022, impacting those with Massachusetts taxable income of excess of $1 million. We highlight a few planning ideas to potentially decrease the impact of the new tax, including the following areas:

Charitable Planning
New Hampshire Trusts
Wealth Transfer
Changing Domicile

Services for Individuals & Families

Solutions for what matters to you

We offer access to what you need when you need it, from wealth planning, investment management, trustee and estate services to tax and custody services, as well as donor-advised fund and lending programs.

Personalized, comprehensive planning designed to reflect your goals and circumstances and to evolve over your lifetime.

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A disciplined, tax-aware process focused on customizing the optimal asset allocations and investment securities to meet your needs. We also consider environmental, social, and governance (ESG) factors in our investment decisions and offer a variety of proactive sustainable investing options.

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Trustee services from a firm you can depend on and backed by a highly experienced trust & estates legal team. Estate settlement from experts who understand you and your family.

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We provide access to the tax, asset protection and other benefits of New Hampshire’s trust laws to clients nationwide and abroad, through Fiduciary Trust of New England.

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High-touch client service combined with expertise handling special assets and trust accounting.

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Trust, individual, and other tax return preparation integrated with other services from Fiduciary.

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Personal service and our unique features make us the innovative partner to help you maximize the impact of giving.

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