Foley Hoag designs estate and business succession plans and trusts that fulfill our clients’ visions. We use prudent, state-of-the-art income, gift and estate tax strategies to maximize the amounts family members and other beneficiaries receive. And when carrying out estate plans or serving as Trustee, we provide advisory, tax and investment management services that balance current needs with flexibility for changing circumstances.

Publications more

  • Retirement and Pension Plans / Cost of Living Adjustments [Read More]
  • New HIRE Act Stimulus to Businesses [Read More]
  • House Financial Services Subcommittee Releases Discussion Draft Bills of the Investor Protection Act and the Private Fund Investment Advisers Registration Act [Read More]
  • The Obama Administration Proposes The Private Fund Investment Advisers Registration Act of 2009 [Read More]
  • Uniform Prudent Management of Institutional Funds Act Liberalizes Endowment Spending and Clarifies Investment Standards for Charitable Institutions [Read More]