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Estate Planning

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what you have built for those you love.

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Your Estate Planning Law Firm You worked a lifetime,
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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

Estate planning
Why Estate Planning Should Be Your 2024 New Year’s Resolution

Estate planning is a crucial aspect of planning for your future. Including estate planning in your New Year’s resolution for 2024 can be highly beneficial for many reasons such as…

the Owner's Title Insurance
50-50 Homeownership Between Siblings

In the context of estate planning, 50-50 homeownership between siblings refers to a situation where two siblings jointly own a property in equal shares.  This type of ownership can arise…

Blended family
Should I Discuss my Estate Planning Over the Holidays?

Discussing your estate plan with your family over the holidays can be a sensitive decision.  However, we find that holiday gatherings are a great opportunity to discuss your estate planning,…

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