Your Estate Planning Law Firm
You worked a lifetime,
protect what you have
for who you love.
planning to action I am here to
Massachusetts Estate Planning Law Firm
Serving Massachusetts, Connecticut, and the surrounding areas
Preserving and Protecting Assets You Are the Hero
James & Patti (married, 65 & 62 years old)
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...
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...
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.
Topics that can help you
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…
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…