Protecting What You've Built — Estate & Trust Tax in Boston, MA
Wexford guides Boston families and their advisors through estate tax, gift tax, and trust returns with care and discretion — so your legacy passes on the way you intended, with as little tax and stress as possible.
A Steady Hand for the Hardest Moments
For thirty-four years, Wexford has done one kind of work exceptionally well: the tax and accounting that surrounds estates, trusts, and legacies. It is work that arrives at difficult moments — the loss of a parent, the responsibility of a trusteeship, the wish to provide for the next generation — and it deserves both technical mastery and genuine care.
We are estate and trust specialists, not a general firm that dabbles. We prepare estate (706), gift (709), and fiduciary (1041) returns, handle trust accounting, and coordinate closely with your attorney and financial advisor so nothing falls through the cracks. In three decades we've guided more than 900 Boston families and over $2 billion in estates — always with discretion, always with care.
- ✓Estate, gift & fiduciary tax specialists
- ✓Coordinated with your attorney & advisor
- ✓Discreet, meticulous, and kind
- ✓34 years · 900+ families · $2B+ guided
The Full Arc of Estate & Trust Tax
From a single gift return to the administration of a complex estate — handled with specialist care.
Estate Tax Returns (706)
Federal and Massachusetts estate tax returns prepared meticulously, minimizing tax and honoring your intentions.
Gift Tax Returns (709)
Annual and lifetime gift returns structured to make the most of exemptions and reduce future estate tax.
Trust & Fiduciary Returns (1041)
Accurate fiduciary income tax returns for trusts and estates, prepared to keep trustees fully compliant.
Estate & Trust Accounting
Formal accountings for trustees and executors that satisfy beneficiaries, courts, and fiduciary duty.
Estate Planning Coordination
We work hand-in-hand with your attorney and advisor so your plan and its tax execution are perfectly aligned.
Generation-Skipping Tax
Careful planning and reporting for gifts and trusts that skip a generation, minimizing GST exposure.
The Responsibility Is Yours. The Work Is Ours.
Serving as a trustee or executor is a serious fiduciary duty — one with real personal liability if the tax and accounting aren't handled correctly. We take that weight off your shoulders. We prepare the returns, produce the formal accountings beneficiaries and courts require, and make sure every deadline and duty is met. You keep the responsibility and the relationships; we make certain the numbers are flawless.
- ✓Fiduciary returns & formal accountings
- ✓Every deadline and duty met
- ✓Personal liability protected
Why Families & Advisors Choose Us
Specialist expertise and genuine care, at the moments that matter most.
Specialists, Not Generalists
Estate and trust tax is all we do. That depth means fewer mistakes, more savings, and confidence when it counts.
Discretion Always
These are private matters. We handle every family's affairs with complete confidentiality and quiet professionalism.
We Coordinate the Team
We work seamlessly with your attorney and financial advisor so your plan and its execution never diverge.
Care at Hard Moments
Much of our work follows a loss. We bring not just expertise but patience, clarity, and genuine kindness.
How We Help Families & Fiduciaries
🕊️ Estate & Trust Specialists ✓ 34 Years 🔒 Discreet & Caring
Trusted by Boston Families & Advisors
When my mother passed, the estate felt overwhelming. Wexford handled the estate tax return, the trust accounting, everything — with such care and clarity that the whole family could grieve instead of worry.
Our attorney recommended Wexford for the fiduciary side of a complex trust. Meticulous, discreet, and they coordinated seamlessly with our estate plan. The gold standard for this work.
We wanted to gift to our grandchildren the right way. Wexford structured it to minimize gift and generation-skipping tax, and explained it so we actually understood. True peace of mind.
How We Work With You
A calm, clear path through estate and trust matters.
Consultation
We listen, understand the family and the estate, and explain clearly what's needed and how we can help.
Coordinate & Prepare
We work with your attorney and advisor and prepare every return and accounting with specialist care.
File & Guide
We file on time, satisfy every fiduciary duty, and remain available to guide you through what comes next.
Frequently Asked Questions
When is an estate tax return required?
A federal estate tax return (Form 706) is required when a taxable estate exceeds the federal exemption, and Massachusetts has its own, lower threshold that catches many more estates. Even when no tax is due, filing can be valuable to preserve a spouse's exemption. We'll assess your specific situation and handle whatever is required.
Do you work with our attorney and financial advisor?
Yes, and we prefer to. Estate and trust matters work best when the attorney, advisor, and CPA are aligned. We coordinate closely so your plan and its tax execution match perfectly — nothing falls through the cracks.
I'm a trustee. What do you handle for me?
We prepare the trust's fiduciary income tax returns (Form 1041), produce the formal accountings beneficiaries and courts require, and make sure you meet every filing deadline and fiduciary duty — protecting you from the personal liability a trustee carries.
Can you help minimize estate and gift tax?
Yes. Through careful gift planning, exemption use, and generation-skipping strategies coordinated with your estate plan, we work to pass more of your legacy to your family and less to the IRS — all within the bounds of the law.
We just lost a family member. Where do we start?
Start with a conversation. We'll gently walk you through what's required — the estate return, any trust filings, deadlines — and take the tax and accounting burden off your family so you can focus on each other. There's no pressure and no judgment.
How are your fees structured?
Most estate and trust engagements are quoted as a flat fee based on the complexity of the estate or trust, agreed up front. Your initial consultation is complimentary, and we'll give you a clear scope and price before any work begins.
Let Us Carry the Weight
Schedule a private consultation and let Wexford handle the estate and trust tax with care.
Schedule a Private Consultation
Tell us how we can help. Every conversation is handled with complete discretion.
- Visit us101 Federal St, Suite 1900, Boston, MA 02110
- Call us(617) 555-0151
- Email usoffice@wexfordcpas.com