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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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Legislators Warn Medicaid Managers About Impact of Slow Payments

There’s a big gap between what the agencies are reporting and what the private Medicaid managers and Iowa’s Human Service are saying. Legislators are not at all pleased. In Iowa,…

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Problems with Power of Attorney: Be Prepared

It is not unusual, but that does not make it any less frustrating when a bank representative says they will not accept a valid power of attorney. Ask any estate…

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How to Control Funeral Costs

Most people are too overwrought to shop for the best price, but advance planning can help keep funeral costs from getting out of hand. We know not to make major…

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