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Tax Law

Rhode Island & Massachusetts Tax Planning Attorneys

As people become more aware of tax laws, more individuals believe that estate planning is essential to avoid probate and essentially avoid estate taxes. While this is important for some, it is not necessarily relevant to each family. At Lahti, Lahti & O'Neill, P.C., we evaluate your individual family's circumstances and help you determine if and what tax planning is necessary. To discuss your tax planning needs with an experienced tax law and estate planning lawyer, contact our Providence, Rhode Island tax planning law firm to schedule a consultation.

Comprehensive Tax Law Guidance

At Lahti, Lahti & O'Neill, LLC, we have extensive knowledge and experience with tax laws and tax planning. We have more than 70 years of combined experience practicing law and Attorney Michael Lahti has earned a distinction as a Certified Elder Law Attorney. Additionally, attorney Michael Lahti has achieved a specialized degree in Personal, Estate, and Financial Planning from the John Marshall Law School Graduate Tax Program, and a Master of Laws (LL.M.) in Estate Planning from the University of Miami School of Law. We utilize this vast knowledge and experience to provide tax law assistance to clients in Massachusetts, Rhode Island, and Florida. We assist clients with tax concerns, such as:

  • Estate tax returns
  • Gift tax returns
  • Fiduciary income tax returns (for trusts or estates)
  • Estate tax planning
  • Gift tax planning

Who Needs Tax Planning?

Asset protection and tax planning are important for families with substantial assets. If planned appropriately, it is possible to eliminate or substantially reduce a family's estate tax liability during estate administration. Each state has set a limit of assets that are automatically exempt from estate taxes. Therefore, if an individual's estate is below the exemption, the estate will not be subject to estate taxes. The Federal estate tax exemption amount is $5,120,000. The state estate tax exemption amounts are:

  • Massachusetts: $1,000,000
  • Florida (no state estate tax) -Federal Exemption Dictates whether tax will be due
  • Rhode Island: $859,350

Gifting and Tax Planning

Individuals with estates that may be subject to estate taxes can take advantage of gifting to minimize future exposure to estate taxes. Individuals are permitted to give a substantial amount of monetary gifts each year to friends, family members, and other individuals without being subject to gift taxes.

Experienced Tax Law Representation

By working with an experienced tax law attorney now, you can ensure that you truly benefit from gifting and tax planning by maximizing your gifting opportunities and minimizing future exposure to estate and gift taxes. For experienced guidance from a tax planning lawyer, contact our Rhode Island and Massachusetts estate planning law office today.


With three office locations in Providence, New Bedford and Cape Cod, the attorneys of Lahti, Lahti & O'Neill, P.C. assist clients throughout Rhode Island and Massachusetts. Areas we serve in Rhode Island include Barrington, Block Island, Bristol, Burrillville, Central Falls, Charlestown, Coventry, Cranston, Cumberland, East Greenwich, East Providence, Exeter, Foster, Gloster, Hopkinton, Jamestown, Lincoln, Little Compton, Middletown, Narragansett, Newport, New Shoreham, North Kingstown, North Providence, North Smithfield, Pawtucket, Portsmouth. Providence, Richmond, Scituate, Smithfield, South Kingstown, Tiverton, Warren, Warwick, Westerly, West Greenwich, West Warwick and Woonsocket.

We also routinely work with clients throughout Southeastern Massachusetts including Acushnet Center, Attleboro, Barnstable, Barnstable County, Bourne, Brewster, Centerville, Chatham, Cotuit, Dartmouth, Dennis, Dighton, Eastham, East Falmouth, Edgartown, Fairhaven, Fall River, Falmouth, Freetown, Harwich, Hyannis, Lakeville, Mansfield, Marstons Mills, Mattapoisett, Marion, Mashpee, North Attleboro, North Dartmouth, Norton, Orleans, Osterville, Plainville, Provincetown, Raynham, Rehoboth, Rochester, Sandwich, Seekonk, Somerset, South Attleboro, South Dartmouth, Swansea, Taunton, Tisbury, Truro, Vineyard Haven, Wareham, Wellfleet, West Barnstable, West Yarmouth, Westport, Yarmouth, Bristol County, Barnstable County, Plymouth County and Kent County.



© 2018 Lahti, Lahti & O'Neill, P.C. | Disclaimer
1 Richmond Square, Suite 303N, Providence, RI 02906
| Phone: 401-331-0808
651 Orchard Street, Suite 107, New Bedford, MA 02744
| Phone: 508-992-8677
72 Route 28, Suite 5, West Harwich, MA 02671
| Phone: 508-430-8677

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