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TOP 30 Advanced estate planning in Massachusetts
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Boston Pads
Boston Pads is a leading real estate agency located at 279 Newbury Street in Boston, Massachusetts. As Boston's largest real-time real estate portal, we offer an extensive collection of Boston apartments and homes for sale. Whether you are a buyer, seller, landlord, or renter, our website provides valuable resources to help you make informed decisions in the real estate market. With our advanced search features and vast rental database, finding the perfect Boston apartment has never been easier. Our website allows you to browse through images, floor plans, videos, and 3D tours to help you discover your ideal home or condo. For property owners, Boston Pads provides a platform to maximize exposure and lease properties quickly.
Heritage Group Planners
Heritage Group Planners is a renowned travel agency located at 396 Main Street in Barnstable, Massachusetts, United States. With a focus on preserving and celebrating cultural heritage, this institution specializes in creating unique and unforgettable travel experiences that showcase the rich history and traditions of various destinations around the world. Whether you're interested in exploring ancient ruins, sampling traditional cuisine, or immersing yourself in local customs, Heritage Group Planners can help you plan the trip of a lifetime. Their team of experienced travel experts is dedicated to providing personalized service and insider knowledge to ensure that every aspect of your journey is tailored to your interests and preferences. Discover the world's heritage with Heritage Group Planners.
Hayden Wealth Management
Hayden Wealth Management is a leading financial institution located at 1 Central Street in Middleton, Massachusetts, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. We offer a wide range of financial solutions tailored to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Hayden Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future and build a solid foundation for long-term success.
Financial Advisor Tim Hayes AIF®, CRPS®, AWMA®, CFS™, CTS™, CES™, APMA®, CAS®
Financial Advisor Tim Hayes AIF®, CRPS®, AWMA®, CFS™, CTS™, CES™, APMA®, CAS® is a leading finance institution located at 39 Braddock Park in Boston, Massachusetts, United States. With a team of highly qualified and experienced professionals, they provide personalized financial advice and solutions to help individuals and businesses achieve their financial goals. Specializing in areas such as retirement planning, wealth management, and investment strategies, they are committed to helping their clients secure a stable financial future. With a strong emphasis on integrity and professionalism, Financial Advisor Tim Hayes AIF®, CRPS®, AWMA®, CFS™, CTS™, CES™, APMA®, CAS® is dedicated to providing top-notch financial services to their clients.
O'Keefe Wealth Strategies, LLC
O'Keefe Wealth Strategies, LLC is a finance institution located at 25 Pond Road in Orleans, Massachusetts, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust O'Keefe Wealth Strategies, LLC to help you secure a brighter financial future.
Merrill Lynch Financial Advisor Mary B Mullin
Merrill Lynch Financial Advisor Mary B Mullin, located at 100 Federal Street in Boston, Massachusetts, is a goals-based wealth management team dedicated to serving ultra high net worth families, business owners, family offices, foundations, and endowments. Named to the 2024 Forbes “Best-in-State Wealth Management Teams” list, the team provides comprehensive planning and investment advice tailored to help clients achieve their financial goals. With a holistic approach to wealth management, the team at Mullin & Associates takes the time to understand the values, needs, goals, and concerns of their clients to provide a personalized and exceptional client experience. Mary and her team have pursued advanced designations and certifications to enhance their expertise in key areas such as investment management, retirement planning, estate planning, and more. With over 100 years of combined experience, the team is passionate about delivering exceptional advice, guidance, and service to help clients live their lives fully and with purpose.
Boyt Financial Services
Boyt Financial Services is a reputable finance institution located at 541 South Street in Wrentham, Massachusetts, United States. With a strong commitment to providing top-notch financial services, Boyt Financial Services offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with financial management, the experienced team at Boyt Financial Services is dedicated to helping you navigate the complexities of the financial world. Visit Boyt Financial Services today and take control of your financial future.
RBC Wealth Management
RBC Wealth Management is a prestigious financial institution located at 25 Burlington Mall Road in Burlington, Massachusetts, United States. With a reputation for excellence in wealth management, RBC offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, RBC's team of experienced professionals are dedicated to providing personalized solutions tailored to your individual needs. Trust RBC Wealth Management to guide you towards a secure financial future.
Penta Wealth Management
Penta Wealth Management, located at 77 Central Street in Wellesley, Massachusetts, is a finance institution that prioritizes personal relationships with their clients. They offer comprehensive and personalized wealth management solutions through their PWM Process, which focuses on listening to clients' needs and tailoring a plan specific to their situation. Their collaborative approach encompasses all aspects of wealth management, including investment consulting, advanced planning, and relationship management. The experienced professionals at Penta Wealth Management work closely with clients to address their financial challenges and plan for future success. They provide guidance on wealth enhancement, risk mitigation, tax planning, liability management, estate planning, and more. The institution emphasizes the integration of financial planning and investment management to provide clients with clear direction and strategies that align with their goals.
Merrill Lynch Financial Advisor Paul D Murray
Merrill Lynch Financial Advisor Paul D Murray, located at 100 Federal Street in Boston, Massachusetts, is part of The Murray Hanseth Group, a goals-based wealth management team dedicated to serving high net worth families, business owners, executives, and corporate retirement plans. With a comprehensive approach to planning and investment advice, the team provides customized strategies to help clients achieve their financial goals. The team is committed to understanding the values, needs, goals, and concerns of clients to provide an exceptional client experience. Paul and Brian, with over 40 years of combined experience, have pursued advanced designations and certifications to enhance their skills in investment management, cash flow strategies, retirement planning, estate planning, insurance, and corporate 401(k) plan management. The team believes in the value of advanced training and staff enrichment to better serve clients.
Private Client Services Group
Private Client Services Group is a leading accounting and finance institution located at 23 College Street in South Hadley, Massachusetts, United States. Our team of experienced professionals provides personalized financial services to individuals and families, helping them achieve their financial goals and secure their financial future. With a focus on building long-term relationships and delivering exceptional service, Private Client Services Group is dedicated to providing expert financial guidance and support to our clients.
Driscoll James F CPA
Driscoll James F CPA is a reputable accounting and finance institution located at 638 Adamsville Road in Westport, Massachusetts, United States. With years of experience and expertise in the field, Driscoll James F CPA offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch service and helping clients achieve their financial goals. Whether you need help with tax compliance or strategic financial advice, Driscoll James F CPA is here to assist you every step of the way.
David Marshall Datz, PC
David Marshall Datz, PC is a premier law firm located at 167 Commercial Street in Provincetown, Massachusetts. Specializing in Real Estate and Estate Planning Law, the firm focuses on ensuring that all aspects of your assets, including digital assets, are accounted for in your estate plan. With the addition of Michael Clancy and Ryan Cunningham to the Real Estate Practice, the firm offers expert advice on navigating the complex real estate market in Massachusetts, especially in the current "seller's market". Estate planning at David Marshall Datz, PC involves both basic and advanced plans to benefit you and your loved ones in the event of incapacity or death. By creating a plan now, you can choose appropriate fiduciaries, control the manner and timing of distributions, and avoid probate and minimize taxes. The firm also helps clients set up revocable living trusts to transfer assets and avoid probate proceedings.
David Marshall Datz, PC
David Marshall Datz, PC is a premier law firm located at 179 Massachusetts 6A, Orleans, Massachusetts, United States. Specializing in Real Estate Law and Estate Planning, the firm recognizes the importance of including digital assets in estate plans in today's technology-driven world. With a focus on ensuring that your digital assets are accounted for and passed on to your loved ones, the firm provides guidance on navigating the complexities of the real estate market in Massachusetts. The addition of Michael Clancy and Ryan Cunningham to the firm's Real Estate Practice in Boston further strengthens their expertise in the field. Whether you are looking to create a basic estate plan or delve into more advanced estate planning, the experienced attorneys at David Marshall Datz, PC are here to help. From setting up a revocable living trust to drafting a Durable Power of Attorney, the firm offers comprehensive services to protect your assets and ensure your wishes are carried out.
Berkshire Elder Law Center
The Berkshire Elder Law Center, located at 33 Main Street in North Adams, Massachusetts, is a trusted institution specializing in providing legal services to seniors and their families. Our team of experienced lawyers is dedicated to helping clients navigate the complex legal issues related to aging, including estate planning, healthcare directives, and long-term care planning. With a focus on compassion and expertise, we strive to ensure that our clients receive the support and guidance they need to make informed decisions about their future. Contact us today to learn more about how we can assist you with your elder law needs.
Feroci Jr Anthony
Feroci Jr Anthony is a law firm located at 114 Merriam Avenue in Leominster, Massachusetts, United States. Specializing in Elder Law and Estate Planning, our team creates effective plans that help clients reduce nursing home bills, protect their life savings and real estate, avoid probate, and pass on inheritance to loved ones seamlessly. With a focus on prompt, organized, and accessible service, our knowledgeable team ensures that clients fully understand and are comfortable with their personalized plans. Whether planning in advance or dealing with immediate Medicaid needs, we guide clients through every step of the process. Since 1997, clients throughout Massachusetts have trusted us to provide peace of mind through tailored asset protection strategies. Lead attorney Anthony V. Feroci, Jr. offers legal representation to clients of all ages, with a particular emphasis on the needs of older and disabled individuals and their families. Contact us at 978-466-5011 or visit our office at Suite 204 in Leominster for expert legal assistance.
Cali Law
Cali Law is an estate planning law firm located in Ashland, Massachusetts, specializing in Islamic Wills & Estate Planning. Our experienced attorney, Joshua K. S. Cali, offers a wide range of services including estate tax planning, probate, trusts, and special needs planning. We utilize advanced technology to provide efficient and cost-effective legal solutions for our clients. Our dedicated team is committed to providing high-quality estate law services, including Medicaid planning, elder law, guardianship, conservatorships, and probate. We offer free consultations and flexible appointment options to accommodate our clients' busy schedules.
Monteforte Law, P.C.
Monteforte Law, P.C. is a specialized law firm located at 300 Tradecenter Drive in Woburn, Massachusetts, United States. We cater to moderate to high-earning families, helping them protect the assets they have worked hard for. Our services include creating estate plans for individuals, families, and business owners, as well as assisting retirees and seniors with trusts, Medicaid planning, and long-term care asset protection. Attorney Michael Monteforte, our founder, is dedicated to ensuring that your wealth is preserved and passed on to the next generation, leaving a lasting legacy for your family. With a focus on Wealth Preservation Planning, we offer tailor-made solutions to meet the unique needs of moderate to high-net-worth individuals and families. Our goal is to safeguard your assets and ensure a secure future for your loved ones. Schedule a Strategic Planning Session with us today to get started on protecting your hard-earned wealth.
Kotseas LaPointe, P.C.
Kotseas LaPointe, P.C. is a reputable insurance agency and law firm located at 94 Highland Street in Worcester, Massachusetts, United States. Specializing in providing comprehensive insurance coverage and legal services, our experienced team is dedicated to helping clients navigate complex insurance policies and legal matters. Whether you are in need of insurance advice or legal representation, Kotseas LaPointe, P.C. is committed to providing top-notch service and personalized solutions to meet your needs.
Surprenant & Beneski, P.C.
Surprenant & Beneski, P.C. is a reputable law firm located at 35 Arnold Street in New Bedford, Massachusetts. Specializing in estate planning, elder law, and probate matters, our team of experienced attorneys is dedicated to providing personalized and high-quality legal services to our clients. With a focus on compassion and expertise, we strive to help individuals and families navigate complex legal issues with confidence and peace of mind. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
SILVERI + WILSON | Wills, Trusts, Elder Law
Located in Beverly, Massachusetts, the Law Office of Silveri Wilson specializes in Real Estate, Wills, Trusts, Elder Law, and Medicaid Planning. Led by partners Stephen D. Silveri and Jacy L. Wilson, our team is dedicated to providing personalized and professional legal services to protect your assets and ensure a smooth transfer of wealth to your loved ones. As members of prestigious organizations such as the National Academy of Elder Law Attorneys (NAELA) and WealthCounsel, we are committed to staying up-to-date on legal developments to offer the best solutions for our clients. Whether you are a first-time home buyer, a luxury home seller, or in need of estate planning services, our experienced attorneys are here to guide you through the complex legal landscape with care and expertise. We offer a range of services including probate avoidance, estate tax minimization techniques, and Irrevocable Medicaid Trusts to meet your unique needs and objectives.
Bourget Law Group
Bourget Law Group, located in Falmouth, Massachusetts, is a law firm dedicated to providing individualized solutions for clients seeking to protect themselves and their families. Specializing in Elder Law, Estate Planning, and Incapacity Planning, the experienced team at Bourget Law Group offers a wide range of services including Estate Plans, Medicaid applications, Long-Term Care Planning, and Special Needs Trusts. The firm's primary goal is to help clients navigate the complexities of estate planning, ensuring that their final wishes are carried out with minimal stress. The team at Bourget Law Group is committed to adhering to the guidance provided by the Commonwealth of Massachusetts and the Center for Disease Control, implementing any necessary changes to their pandemic protocol to ensure the safety of clients and staff. Whether you are interested in a consultation to explore your planning options or have specific needs, the team at Bourget Law Group is here to help. With a focus on Elder Law, Family Mediation, and Estate Planning, the firm's attorneys bring a wealth of knowledge and experience to each case, striving to make a difference in the lives of individuals with disabilities and their families.
Cynthia M Bourget Law Office
Cynthia M Bourget Law Office, located at 1185 Falmouth Road in Barnstable, Massachusetts, offers a wide range of legal services specializing in Elder Law, Estate Planning, and Incapacity Planning. The dedicated team at Bourget Law Group is committed to finding individualized solutions for each client to protect themselves and their families. Their services include complex Estate Plans, Medicaid applications, Long-Term Care Planning, Special Needs Trusts, and more. The team at Bourget Law Group is experienced and competent, providing comprehensive estate planning services to help clients achieve their objectives and avoid probate hassles.
Bourget Law Group Llc
Bourget Law Group LLC, located at 765 West Main Street in Barnstable, Massachusetts, is a law firm dedicated to providing personalized solutions for individuals and families facing legal concerns. Specializing in Elder Law, Estate Planning, and Incapacity Planning, our team offers a wide range of services including complex Estate Plans, Medicaid applications, Long-Term Care Planning, and Special Needs Trusts. Our experienced attorneys work diligently to help clients structure their estates to ensure their final wishes are carried out with minimal stress. We offer comprehensive estate planning services to help clients avoid the expense and hassle of probate, and our elder law attorneys assist aging clients and their families with important decisions and advance directives.
Fisher Law LLC
Fisher Law LLC is a reputable law firm located at 121 Central Street in Norwood, Massachusetts, United States. Specializing in estate planning, probate, and elder law, our dedicated team provides individualized solutions in a friendly and client-oriented environment. Led by firm founder Linda K. Fisher, who holds advanced degrees in business and law, we offer a high level of personal attention and commitment to meet client objectives. Our experienced team takes a professional, diligent approach to estate planning and elder law, ensuring that all aspects of your estate are handled with talent and skill. Whether you are single, married, have young children, or are nearing retirement, Fisher Law LLC is here to provide practical advice and strategic assistance tailored to your specific needs and circumstances. At Fisher Law LLC, we understand the importance of planning for the future of your family and loved ones. That's why we offer a full range of elder law services, including Medicaid planning and guardianships/conservatorships, to help you navigate the legal issues that come with aging. Our goal is to ensure that you and your family are well taken care of, whether it's qualifying for Medicaid to access long-term care benefits or setting up a guardianship/conservatorship to protect yourself or a loved one.
Landry Law, PLLC
Landry Law, PLLC is a legal institution located at 41 South Street in Plainville, Massachusetts, United States. We pride ourselves on offering legal services in a unique and comfortable way, focusing on helping clients make informed decisions without the stress of traditional methods. Our services cater to a variety of clients, including women entrepreneurs, individuals with international considerations, and those with complex needs at the intersection of tax and law. Our areas of practice include trusts & estates, tax, and business law, serving clients in Massachusetts and Rhode Island as well as globally. Whether you need assistance with estate planning, business setup, estate administration, retirement planning, or tax consultations, we strive to help you achieve your goals without added stress.
Stifel
Stifel is a leading finance institution located at 20 Custom House Street in Boston, Massachusetts, United States. With a strong reputation for providing expert financial services, Stifel offers a wide range of investment solutions to meet the needs of individuals, businesses, and institutions. Whether you're looking for wealth management, asset management, or investment banking services, Stifel has the expertise and resources to help you achieve your financial goals. Trust Stifel to provide personalized guidance and innovative solutions to help you navigate the complex world of finance.
Sapers & Wallack
Sapers & Wallack is a trusted insurance agency located at 313 Washington Street in Newton, Massachusetts, United States. Our team of accredited professionals is dedicated to helping you achieve financial security, whether you are an individual, a family estate, or a business entity. We offer robust and versatile insurance products to protect your assets and supplement your financial plans. Our holistic approach focuses on building strong and resilient financial outcomes that exceed your goals. From executive benefits to legacy planning, we provide tailored solutions to meet your specific needs. As a third-generation family business, values, relationships, and service are deeply-rooted in our organization. We strive to develop lasting relationships with our clients, helping them achieve their financial goals and lead the life they want. Contact us today to learn more about how we can help you unlock your financial potential and secure your future.
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