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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

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protect your future.

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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

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Taxes in Retirement: How to Plan for RMDs

Uncle Sam wanted you to save for retirement, hence your tax-free retirement accounts. But once withdrawals start, so do taxes. Being able to decrease your income tax burden by putting…

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Learning How to Spend After a Lifetime of Saving

Now that you are retired, you are probably concerned about not spending too much, but a surprising trend shows that many retirees are still busy saving. Recent studies show that…

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Why Young Adults Need Estate Plan Documents

Young adults may not have amassed fortunes, but without key legal documents, their parents cannot act on their behalf in the face of a medical emergency. No one under 30…

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