Centerpoint Advisors

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Tax and Estate Planning

Tax and estate planning is easily coordinated with Centerpoint Advisors. We pride ourselves in quarterbacking the coordination of all of your professionals, in turn providing you with a single contact point for all of your tax and estate planning needs, including but not limited to the retitling of accounts, annual gifting execution and administration, will and power of attorney creation, notary services, trust administration, and form distributions. Additionally, estate document audit services are available to review your existing estate documents for updates, ensuring that these important documents are not only still in compliance with current regulation, but also still suit your family needs. Portfolios constructed at Centerpoint will always compliment your tax considerations and estate needs. For trustees, Centerpoint also offers formal financial planning, budgeting, cash flow analysis, and aggregated reporting to simplify trust management.

Putting you at the very center.

Our strong commitment to individual service is at the very heart of what we do.

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175 Highland Avenue, Suite 302 (Main entrance and parking accessable via Charles Street.) Needham, MA 02494

Phone: 781.400.1748
Fax: 781.400.1749
Toll-Free: 888.213.4010

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© 2018 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance
Investment Advisory Services offered through Centerpoint Advisors, LLC. Fidelity Clearing & Custody Solutions® is a service provider to Centerpoint Advisors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Menu
  • About Us
    • About The Firm
    • Meet The Team
  • Services
  • Perspectives
    • Recent Articles
    • Archives
  • Resources
    • Recommended Reading
    • Planning Worksheets
    • Legal and Compliance
    • FAQ’s Videos
  • Contact