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Estate Planning

You worked a lifetime, it’s time to protect
what you have built for those you love.

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Real Estate

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protect your future.

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Your Estate Planning Law Firm You worked a lifetime,
protect what you have
for who you love.

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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

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The Importance of The My Family My Wealth™ Process

In today’s complex financial landscape, building wealth is only the first step. Equally important is ensuring that your family understands, appreciates, and purposefully manages the wealth you’ve created. Too often,…

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,…

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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…

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