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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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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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Massachusetts Estate Planning Law Firm

Serving Massachusetts, Connecticut, and the surrounding areas

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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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Lessons Learned – Incapacity Planning

Many individuals know that they should plan for their death.  They know that they need to name an agent to carry out their wishes and that they need to name…

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Did You Know: You May Be a Millionaire?

Many individuals may be surprised when they find out that they are millionaires when considering the value of their homes and/or life insurance policies. In this instance, many should consider…

Money-trust
Back to the Future: How Inflation, COVID, Supply Chain, and Other Economic Pressures Can Help with Your Estate Planning

Back to the Future: How Inflation, COVID, Supply Chain, and Other Economic Pressures Can Help with Your Estate Planning We pay estate tax on the assets we own when we…

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