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Legacy Counselors Practice Areas

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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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Valuation Discount Planning Restrictions Being Considered

Proposed regulations, if adopted into law, would make it harder to use this estate planning technique. If your estate plan includes the use of valuation discounts, now is the time…

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Learn from Mistakes Others Make Before You Retire

Like so many things in life, you can learn from the mistakes of others. When it comes to retirement planning and spending, there are some classic pitfalls to avoid. Seasoned…

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Only Your Heirs Will Know If Your Do-It-Yourself Will Works

You won’t know if the will accomplished what you wanted or not, but your heirs will be the ones cleaning up the mess left behind. Could fixing DIY wills become…

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