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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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Why Horse and Livestock Owners Should Consider a Pet Trust

Horse and livestock owners should consider setting up a pet trust for their animals to ensure their well-being and care even after the owner’s incapacity or death.  A pet trust…

Asset Protection
The Importance of a Title Search

A title search is a crucial step in real estate transactions and property ownership transfers.  Title searches involve a thorough examination of the historical records associated with a property’s ownership…

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Charitable Giving

Charitable giving can provide tax benefits under certain circumstances. Individuals and businesses can receive tax deductions or credits for donations made to eligible charitable organizations. However, the specific rules and…

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