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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

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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

Group of business people meeting together to assess business profits.
The Importance of Business Succession Planning

In the dynamic and competitive world of business, planning for the future is not just prudent; it is essential. One critical aspect of this forward-thinking approach is business succession planning.…

Businessman pressing a TAX PLANNING concept button. Can be used in advertising.
How to Minimize Tax and Maximize Charitable Giving

Charitable giving is an excellent way to support causes you care about while also benefiting from tax savings. By strategically planning your donations, you can minimize your tax burden and…

Close-up Of A Person's Hand Filling Life Insurance Policy Form
What is Life Insurance and Do I Need it?

Introduction Life insurance serves as a financial safety net for your loved ones in the event of your death. It provides a lump-sum payment, known as the death benefit, to…

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