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ESTATE & LEGACY PLANNING in Massachusetts and Connecticut

Create a Lasting Legacy
for Your Loved Ones

Discover how you can empower those you care about now and into the future through purpose-driven planning.
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OUR APPROACH

Holistic Planning

We help you to ensure everything you own goes to everyone you love in the most impactful way.

Preserving True Wealth

True wealth preservation means protecting your assets while keeping them aligned with your family’s long-term legacy.

Living Legacy

We start with your purpose. Wealth without intention is just money. Wealth with purpose is an engine for flourishing.

Don’t Get Lost in the Maze

Protecting and preserving assets is important, but traditional estate planning can feel like a maze.

It is a complex landscape of laws, probate, and conflicting, complicated financial instruments (trusts, LLCs, etc.) that can make it difficult to focus on how your wealth can create opportunity.

Complicated documents without guidance and coaching can leave you feeling overwhelmed and fearful that a lifetime of hard work will be lost to government intervention, mismanagement, or family conflict.

Young couple with newborn baby, Legacy Counsellors estate planning

We know you want your wealth to be a vehicle to help your loved ones flourish, now and into the future.

We understand that your abundance represents years of sacrifice and savings. It is unsettling to think that the fruits of your labor could be eroded by taxes, divorce, or litigation instead of becoming a foundation of opportunity and fulfillment for your children, grandchildren, and other loved ones.

We offer our 30 years of experience to create holistic, multi-generational planning in line with the principles developed by James E. Hughes and the idea that wealth should facilitate well-being.

We don’t just focus on your balance sheets. We apply decades of experience and confidential, personalized service to help you steward your family’s human and intellectual capital through the generations.

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How to Build A Multigenerational Legacy

Open Communication

Begin to have comfortable conversations around shared values.

Clear Path Forward

Develop a clear path for asset transition and estate settlement.

Peace of Mind

Ensure that those you love will have the opportunity to flourish for generations to come.
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OUR PROCESS

How It Works

STEP 1:

Discover & Design

We begin with a collaborative discovery session to understand who you love, what you own, and the future you envision.
STEP 2:

Implement

We handle the mechanical work—executing documents and retitling assets—to bring your custom-tailored plan to life.
STEP 3:

Maintain

We build a lifelong relationship, evolving your plan as the law and your family change to ensure your vision remains secure.
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About Us

We understand that the abundance you have represents years of sacrifice and savings.

At Legacy Counsellors we know you want your wealth to be a vehicle to help your loved ones flourish, now and into the future.

In order to do that it’s important to develop a comprehensive, holistic plan that ensures everything you own goes to everyone you love in the most impactful way possible. It’s not just about documents. It is about utilizing and preserving the “true wealth” of your family—the family members themselves, and their drive, ambition, goals, values, history, and relationships.

Kevin D. Quinn, J.D. and Michael S. Gove, J.D. - Legacy Counsellors Massachusetts attorneys

The problem is estate planning can feel like a maze. It is a complex landscape of tax laws, probate, and conflicting financial instruments (trusts, LLCs, etc.) that make it difficult to know how to protect and best use assets to benefit those you love.

This can leave you feeling overwhelmed and fearful that a lifetime of hard work will be lost to government intervention, mismanagement, or family conflict.

We believe every family deserves the chance to turn what they’ve built into a living legacy rather than a fleeting or even burdensome inheritance. Wealth without intention is just money. Wealth with purpose is an engine for flourishing. How can a family’s monetary assets help individual family members and the family as a unit, flourish?

We understand that the abundance you have represents years of sacrifice and savings. It is unsettling to think that the fruits of your labor could be eroded by taxes, divorce, or litigation instead of becoming a foundation of opportunity for your children and grandchildren and other loved ones.

That’s why we use our 30 years of experience to create holistic, multigenerational planning in line with the James E. Hughes principals and the idea that wealth should facilitate well-being. We don’t just manage balance sheets. We steward human and intellectual capital through decades of experience and confidential, personalized service.

So you can go from anxious protectors of the balance sheet to visionary stewards of a multigenerational legacy. This ultimately leads to comfortable family conversations about shared values, a clear path for asset transition, and the peace of mind that your family’s story will continue to grow for generations.

Cover of the free guide, Top 5 Ways to Utilize Your Wealth to Help Your Family Flourish

DOWNLOAD OUR FREE GUIDE:

Top 5 Ways to Utilize Your Wealth to Help Your Family Flourish

A guide for identifying and redeploying underutilized wealth.