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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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Massachusetts Estate Planning Law Firm

Serving Massachusetts, Connecticut, and the surrounding areas

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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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Expect the Unexpected in Retirement and You’ll Really be Prepared

It’s frustrating to consider: after years of diligent saving and planning, a bump in the road comes along in your retirement. Plan for the unexpected, and you’ll be ready when…

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Little Room in Retirement for Silly Money Mistakes

Retirement requires planning for everything from where you’ll live to how you’ll live. Don’t let some simple mistakes derail your retirement. Would you believe that some people prefer not to…

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Giving to Charity as Part of Your Estate Plan

Making a donation to a charity after you die can take many different forms, depending on your overall goals. There are tax benefits to your estate as well. People choose…

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