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  1. US
  2. MA
  3. Boston
SUMMARY   Services Excellence Summary

Rice, Heard & Bigelow, thoughtful and balanced input from legal, tax, and investment professionals benefits clients as they develop strategies for gift, estate, and tax planning. The firm offers a wide range of services, including the management of trusts and investments, as well as tax planning, income tax preparation, and tax return preparation. In conjunction with other estate planning lawyers, we also create and implement estate plans and provide assistance with charitable endeavors. Our coordinated strategy, we believe, produces the best results overall for our clients. We often take on a leading role to handle complicated projects or delicate family issues. Our close relationships with clients, built on trust and expertise, are a core strength. RHB has two experienced trustees who are estate planning lawyers. They regularly meet with their clients and discuss estate planning issues. RHB trustees collaborate closely with the client's estate planning lawyer. Our knowledge of the financial and family situation ensures a smooth estate planning process. RHB trustees can also act as executors or personal representatives and will work closely with attorneys to probate an estate efficiently, prepare the required estate tax and income taxes, and terminate, fund, or administer trusts, as needed. We also act as the agents of durable powers-of-attorney and healthcare proxy documents in some family relationships that have been established for a long time.

 

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Rice, Heard & Bigelow, Inc. Reviews: 3. Average Rating: 3.7
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