Lavelle & Finn LLP has earned its reputation providing uncompromising personal legal services in a confidential and caring atmosphere for over 25 years. Our clients are esteemed members of the community, and include business leaders, investors, retired individuals and successful families. We fashion our services to exceed their desire for excellence, accessibility, and reliability. We provide our clients with sound and seasoned judgment to aid in protecting them, their families, and their assets from taxes, predators, and other threats to wealth. We succeed when our clients succeed.
For more than 25 years, Lavelle & Finn LLP has played an integral role in helping our clients preserve their wealth and plan for an orderly and effective business succession. Our team of dedicated professionals provide a wide range of services, including estate planning and elder law, income tax planning and business succession planning.
How the New Tax Law Affects 529 Plans
For many years, 529 college savings plans have offered a tax-favored way to save for higher education. These plans, officially qualified...
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The Little-Known Tax on Roth
401(k) Distributions

Employee retirement savings plans come in two main flavors: the traditional 401(k) and the Roth 401(k). The benefit of a Roth 401(k) over a traditional 401(k) after retirement...
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Education as a Small-Business Fringe Benefit
As reported in previous issues of the Tax Bulletin this year, the Tax Cuts and Jobs Act of 2017 dramatically reduced taxpayers’ ability to itemize deductions. Among the tax deduction...
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Dedicated Support
Lavelle & Finn is with you from start to finish. Our hands-on counseling enables you to save money and avoid aggravation by dealing with complex issues up front.
Attorney-Client Privilege
Every conversation and document produced in connection with our legal services is protected from disclosure to anyone. Confidentiality is a core principle of our profession and of upmost importance to the dedicated members of our firm.
Reasonable Fees
A small group of highly motivated professionals, devoted to specialized counseling, can deliver the highest-quality services in a timely manner for a reasonable fee. It is that simple.