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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

Adorable pug and cute cat lying together on plaid
Pet Trusts

A pet trust is a legally established arrangement that provides for the care and maintenance of your pets in the event of your disability, incapacity, or death. It allows you…

Elderly woman suffering from mental disability at home
Planning for Your Financial Future After an Alzheimer’s Diagnosis

The incidence of Alzheimer’s disease is rising – according to the CDC, nearly 6 million people suffer from Alzheimer’s disease, and that number is expected to rise to 14 million…

Back view of family near sign with sold lettering and house
The Title & Escrow Process of Buying a Home

Title & Escrow are two different parts in a real estate transaction. “Title” refers to your legal right in property, including the right to sell or transfer the property.  Your…

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