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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

farmplanning
Settling A Loved Ones Estate After They Have Passed

Losing a spouse is heartbreaking on its own, and it can be stressful as they leave behind a life that must now be closed out.  The funeral must be planned,…

high-net-worth
Should Unmarried Couples Have an Estate Plan?

Estate planning is for everyone.  Unmarried couples should consider creating an estate plan, like married couples.  Estate planning is not limited to marital status; it is about ensuring that your…

The Truth About Estate Planning
End of the Year Estate Planning Checklist

As the end of the year approaches, as estate planners, we encourage our clients to review their documents to decide if they have any changes that need to be made.…

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