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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

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Updating Your Estate Plan: When and Why It’s Necessary

Let’s Review: What is an estate plan and why do you need one? An estate plan is a set of legal documents that specify how you want your assets, debts,…

House model with real estate agent and customer discussing for contract to buy house, insurance or loan real estate background.
What to Do When You Inherit a Property: Part 1

Introduction You just inherited a property.  This can be a valuable asset that can provide you with income, equity, or a place to live. On the other hand, it can…

Close-up senior Asian woman hand with her caregiver helping hands, Caregiver visit at home. Home health care and nursing home concept.
Why You Need Medicaid Planning and How to Avoid the 5-Year Look-Back Penalty

What is Medicaid Planning? Medicaid planning is the process of arranging your assets and income in a way that allows you to qualify for Medicaid benefits, which can help you…

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