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Legacy Counselors Practice Areas

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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

When Family Gathers, Legacy Begins: Estate Planning Lessons from National Family Reunion Month

The Reunion Table Is a Planning Table Think about who sits around yours. There may be aging parents who haven’t updated their will in decades. Adult siblings who’ve never had…

Senior
Principle 5: The Earlier You Plan, the More You Can Protect

Time is your most valuable asset — and the clock is already running. Introduction We’ve arrived at the final installment of our five-week series, and we’ve saved the most actionable…

Military Army Man In Uniform Holding New House
Principle 4: Where You Live Matters — A Lot

Massachusetts, Connecticut, and New Hampshire each play by different rules. Introduction So far in this series, we’ve established that Medicaid can recover from your estate, that your home is not…

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