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Livingston & Haynes, P.C.
40 Grove Street
Wellesley, MA 02482
1.781.237.3339 |
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Livingston & Haynes, P.C.
67 Main Street
P.O. Box 330
Ware, MA 01082
1.413.967.5936 |
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Livingston & Haynes, P.C.
70 Quincy Avenue
Quincy, MA 02169
1.617.479.8756 |
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HIGH NET WORTH INDIVIDUALS
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Who are high net worth individuals? Professionals, executives, investors, retirees, heirs and families - anyone with a net worth of $500,000 or more. |
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L&H works with your company:
- Tax planning
- Investment counseling
- Estate documents review and planning
- Federal, state and local return filing
- Advice on charitable giving
- Advice on the tax consequences resulting from the profits of investments/stock options
- Trust and estate tax filing
- Retirement planning
- Wealth preservation and planning
- Asset protection
- Trust administration
- Income protection
- Advice on the protection of royalties from inventions, intellectual property, etc.
- Real estate investment and tax counseling
- Consultation on insurance investments and coverage
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