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Life Planning Wills Trusts attorney Boston

Life Planning

Elder Law & Disability, Home Health Care, Disability & Medicaid, Young Adults & College Students, Pre-Nuptial Agreements and Wisdom Transfer.
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Estate planning attorney Boston MA

Estate Planning

Wills & Revocable Trusts, Charitable Giving, Planning for Pets and Trust Funding.
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Estate, Gift & GST Taxes

Estate, Gift & GST Taxes

Transfer Taxes, as they apply to federal and Massachusetts estate planning situations.
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Advanced Estate Planning attorney Boston

Advanced Estate Planning

Wealth Transfer Process, Asset Protection, Irrevocable Trusts and Irrevocable Life Insurance Trusts.
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Estate Administration attorney Boston MA

Estate Administration

Probate and Trust Administration.
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Business Planning attorney Boston

Business Planning

General Counsel Services, Establishing a Business, Succession Planning, International Business and Data Privacy.
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Urgent Planning

Urgent Planning

Emergency/concierge level estate planning in times of crisis, or when death is imminent.
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mediation

Mediation

Dealing in sensitive subjects can often give rise to conflict between people.
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Our Latest Articles
October 16, 2019

Estate Planning Awareness Week: Talking with your Family About Estate Planning

Established by Congress in 2008, Estate Planning Awareness Week is observed annually during the third…

Posted in: Estate Planning
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August 26, 2019

When is it Critical to Review Your Estate Plan, And Why?

Just like other important life tasks, your estate plan deserves your time and attention. It’s…

Posted in: Estate Planning
June 18, 2019

HIPAA Release & Health Care Agent Appointment for College Students

For those of you who have children heading off or back to college, it is…

Posted in: Estate Planning
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May 15, 2019

Six Components of a Comprehensive Estate Plan

You just got married or had a child and decide it’s time to make an…

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April 17, 2019

Pet Planning – What if something happens to you?

Maybe not the first thing people think about when they think about estate planning. But…

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March 22, 2019

Is Life Insurance a “Set and Forget” Asset?

Much of the life insurance purchased over the past 15-20 years for estate planning purposes…

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Practice Concentrations
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International Estate & Business Planning attorney Boston MA

International Estate & Business Planning

Attorneys, Physicians, Business Owners & Executives estate planning attorney Boston MA

Attorneys, Physicians, Business Owners & Executives

Independent Trustees estate planning attorney Boston MA

Independent Trustees

Testimonials
“Experienced and thorough. Thoughtful and kind. Anticipating your needs and responsive to your inquiries. Simply the BEST!”

“Very happy with our estate planning experience – the entire office staff was professional, attentive and welcoming. Attention to detail was excellent.”

“To state that I was ‘satisfied’ with the counsel I received, would be a gross understatement.”

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