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Estate Planning

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what you have built for those 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

housewife puts a coin in a jar to save money for the future. after retirement and record keeping of income, expenditure, savings and financial concepts.
Charitable Planning: A Path to Tax Savings and Community Impact

Introduction Charitable planning is a concept that elegantly weaves philanthropic ambition with financial prudence. For many individuals and families, supporting causes close to their hearts is a cherished endeavor. Yet,…

Close-up shots of the model house and keys with groups of people are made of real estate purchase contract is in the background.
The Essential Guide to Home Inspections: Safeguarding Your Investment

Introduction Buying a home is one of the most significant investments you will make in your lifetime. Whether you are a first-time homebuyer or a seasoned investor, ensuring the property’s…

Judge auction and real estate concept. House model, gavel and law books
The Importance of Funding a Trust: Protecting Your Legacy and Ensuring Your Wishes

In the intricate world of estate planning, trusts stand as one of the most powerful and versatile tools for ensuring that your assets are protected, efficiently managed, and distributed according…

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