Insurance Broker and Employee Benefits in Massachusetts

HOME   |   CONTACT

Estate Planning

Estate planning is the process of reviewing and analyzing one's assets, in conjunction with an attorney and an accountant, to determine whether or not the estate will be reduced by federal taxation.

Anyone who has created an estate that exceeds the exemption could be subject to federal estate taxes. Taxes are due and payable nine months after death.

By working with advisors, a person can substantially reduce his or her estate tax liability.

Dixon Associates' role is to act as a catalyst in this process, and to provide, if appropriate, life insurance held in an irrevocable life insurance trust to pay the estate tax liability.

CLICK HERE FOR
HR ON CALL

Contact us today for a
FREE, no obligation consultation and quote at 781.934.0648.

Or, complete the form, and one of our knowledgeable Insurance Brokers will contact you shortly: