Broker Check
  • 800 Hingham St • Suite 109S • Rockland MA 02370
  • Phone 781.871.9160 • jay.irving@lpl.com

Estate Planning

We all want the assets that we have worked hard to accumulate to be passed on to our heirs. Jay helps his clients to pursue this in the most effective and tax-efficient way possible. There have been many changes in estate tax law over the last few years, and there are more changes on the horizon. The best way to adress that your estate is transferred as efficiently as possible is to start planning now, and revisit your plans each time the laws change.