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what you have built for those you love.

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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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Why the End of the Year is a Great Time to Start Estate Planning

As the year draws to a close and the festive season approaches, many of us find ourselves reflecting on the past months and planning for the future. It’s a time…

Judge auction and real estate concept. House model, gavel and law books
What Happens if a Buyer Signs an Offer to Purchase but not the Purchase and Sale Agreement?

When navigating the complex terrain of real estate transactions, understanding the implications of signing an offer to purchase but not the Purchase and Sale (P&S) agreement is crucial. Here’s a…

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The Importance of Choosing a Reputable Title and Escrow Law Firm

Ensuring a Smooth Real Estate Transaction In the intricate world of real estate, the selection of a reliable title and escrow (or real estate) law firm forms the cornerstone of…

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