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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.

Topics that can help you

Documents - retire
What is a Life Estate and Why Should You Want One?

A life estate is a legal arrangement in the field of property law where an individual, known as the life tenant, is granted the right to occupy or otherwise use…

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Changes to Massachusetts Estate Tax and How They Affect You

Prior to 2023, the state estate tax in Massachusetts stood at one of the lowest thresholds in the country at $1 million.  On October 4, 2023, Governor Maura Healy signed…

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Practical Planning for Snowbirds

Estate planning for “snowbirds”, individuals who split their time between two different states, typically spending winters in a warmer climate and summers in their home state requires careful consideration of…