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Estate Planning

You worked a lifetime, it’s time to protect
what you have built for those you love.

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Real Estate

Protect your investment, protect your home,
protect your future.

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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 Tax and State Estate Tax: Who Pays What?

Very few Americans actually pay the federal estate tax. But what most people don’t realize is that every state has its own estate tax. Worried about having to pay the…

MP900442402
Time for A Review of Your Estate Plan

It’s always important to review your estate plan every few years, especially if there have been changes to the estate tax law. The election of Donald Trump will likely mean…

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What’s the Best Plan to Pass Down an IRA?

There are different ways to pass down an IRA. Find out whether or not you need to do some advance planning that will enhance the value of your IRA for…

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