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Legacy Counselors Practice Areas

Practice Areas

Massachusetts Estate Planning Law Firm

Serving Massachusetts, Connecticut, and the surrounding areas

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Preserving and Protecting Assets You Are the Hero

traditional-Planning

James & Patti (married, 65 & 62 years old)

Traditional Planning

James & Patti, who have been married for over 30 years, are beginning to think about what is going to happen after they are gone. These thoughts lead them to consider about their previous experiences with estate planning with their parents...

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medicaid

Annabel (66 years old)

Medicaid

Annabel is a successful business owner in her 60s that is concerned with her eventual need for Medicaid. This concern stems from the experience she had with her parents, who both eventually needed to be cared for 24 hours a day...

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high-net-worth

Thomas and Gloria (60 & 59 years old)

High Net Worth Planning

Thomas and Gloria have always lived a comfortable life when it comes to their finances. After Thomas inherited his parents’ substantial estate of $10 million outright, they both felt not only intimidated by the wealth but disturbed by the amount of tax they had to pay on the estate...

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our-values

Our Values

One of our cornerstone values is protecting our clients' assets and enhancing the legacy they leave behind. As such, while we help clients preserve and protect their assets during their life, the vast majority of our clients' heirs enjoy the benefits of asset protection from divorcing spouses, business failures, car accidents, and other creditor claims, by inheriting the wealth their parents pass down in trust.

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Topics that can help you

probate
Understanding Probate and How to Avoid It

Probate is the legal process that takes place after someone passes away, during which their estate is administered and distributed according to their will or, if there is no will,…

Last will and testament form with gavel. Decision, financial close up
A New Year, A Smart Time to Review Your Estate Plan

The start of a new year is often associated with resolutions—health goals, financial planning, and long-term organization. One important item that frequently goes overlooked is estate planning. Yet January is…

Photo - 2023
Common Medicaid Planning Assumptions — And Why They Matter

Medicaid planning is often misunderstood. Many individuals and families approach the process with assumptions that, while common, can lead to costly mistakes if left unexamined. Understanding what Medicaid planning is…

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