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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

Senior elder man patient talking to caring female doctor physician at nursing home in hospital . Asain doctor explaining well-being get support and have medicare services at medical checkup visit.
Principle 1: Qualifying for Medicaid Doesn’t Mean the Government Walks Away

Medicaid is a loan, not a gift — and the bill comes due at death. Introduction We’re opening this series with what we believe is the single most important thing…

Joyful young family having fun with their daughter in mountains at sunset, blank space. Father lifting his child up and loving mother in countryside
The Assumptions of Estate Planning: What Many People Get Wrong

One of the biggest obstacles to estate planning is not always procrastination. Often, it is an assumption. Many people assume they are too young to need an estate plan. Others…

probate
The Roadblocks of Probate: Why So Many Families Try to Avoid It

When people think about estate planning, they often focus on who will receive their assets. Just as important, however, is how those assets will be transferred. That is where probate…

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