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Estate Planning

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what you have built for those you love.

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Real Estate

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Your Estate Planning Law Firm You worked a lifetime,
protect what you have
for who you love.

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Legacy Counselors Practice Areas

Practice Areas

Massachusetts Estate Planning Law Firm

Serving Massachusetts, Connecticut, and the surrounding areas

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Preserving and Protecting Assets You Are the Hero

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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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

Joyful young family having fun with their daughter in mountains at sunset, blank space. Father lifting his child up and loving mother in countryside
This is the Number One Thing Our Clients Have in Common…

If we had to pick the single biggest concern we hear from clients, it’s this: “I just want to make it easier on my children when I’m gone.” We often…

Military Army Man In Uniform Holding New House
1031 Exchanges

Introduction The world of real estate is filled with opportunities to maximize value and minimize tax burdens. One of the most powerful tools at the disposal of property investors is…

Last will and testament form with gavel. Decision, financial close up
Debunking Common Misconceptions About Estate Planning

Introduction Estate planning is a crucial process that ensures your assets are distributed according to your wishes and your loved ones are protected after your passing. Despite its importance, many…

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