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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

MP900442227
Review Your Estate Plan to Keep Pace with Your Life

Over time, your priorities and relationships change. So do tax laws. Review your estate plan to make sure it is still aligned with your wishes. At the heart of every…

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Puny Social Security COLA Increase Pinches as Health Care Costs Keep Rising

Social Security recipients struggling with increasing health care costs will not gain much from a 0.3 percent COLA in 2017 The smallest COLA (cost of living adjustment) since the automatic…

Giving-to-charity2
What is “Portability” and What Does it Mean for the Use of Trusts?

A new approach called portability may be worth exploring for those who have an estate large enough to be subject to estate tax. A bypass trust still works when the…

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