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what you have built for those you love.

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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

Portrait of happy dog in the countryside. Nova Scotia Duck Tolling Retriever on meadow at summer sunset.
Beyond the Pet Trust: How to Build a Complete Plan for Your Pet’s Care

Creating a pet trust is an important step, but good planning for a pet often goes beyond the trust itself. A strong plan should also address how much money will…

Young woman farmer with a lots of domestic animals outdoors
Pets Are Family Too: Why Pet Trust Planning Matters

For many people, pets are more than just animals. They are companions, loyal friends, and part of the family. Because of that, planning for a pet’s future care is an…

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Why Robots Can’t Write Your Will: The Real Limits of Estate Planning AI

Artificial intelligence is revolutionizing almost every industry, and estate planning is no exception. With the surge of online will generators and AI-powered legal assistants, it’s tempting to think you can…

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