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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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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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Once You’ve Feathered Your IRA Nest Egg, What’s Next?

Change how you think about your IRAs in retirement. After decades of working and saving, putting money into IRAs, 401(k)s, 403(b)s or whatever qualified account you are eligible to use,…

MP900442227
What is A Generation-Skipping Trust and Who Needs It

The GST Trust is a specialized trust that seeks to minimize estate taxes among the wealthy. Most Americans don’t need to worry about the federal estate tax, but those who…

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What You Need to Know Before Tying the Knot A Second—or Third—Time

You don’t have to be wealthy to be smart about preparing correctly for subsequent marriages. The odds are not great for second marriages: more than a third end in divorce.…

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