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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

probate
Wise Words from the Staff

Wise Words from the Staff Sarah Whiteley, Client Services Coordinator Strike up a conversation with just about anyone, and I bet they have had, or know someone who has had,…

Our family is the best. Bottom view of happy and positive family smiling at camera while standing outdoors. Happy moments. Parents and children
How Estate Planning Can Protect Everyone You Love, and Everything You Have

A guide to the benefits of estate planning for your family, your assets, and your legacy What is estate planning and why is it important? Estate planning is the process…

the Owner's Title Insurance
What Happens If You Do Not Have Homeowners Insurance?

A guide to the risks and consequences of going without home insurance Introduction Homeowners insurance is a type of property insurance that covers your home and its contents from various…

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