The 30 Best Advanced estate planning services in Boston, Massachusetts

Estate Planning/Boston, a division of Gold Law Firm, LLC., is a trusted legal institution specializing in estate planning services. Located at 1 Hollis Street in Wellesley, Massachusetts, this law firm is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out through comprehensive estate plans. With a team of experienced lawyers, Estate Planning/Boston provides personalized guidance and expert advice to clients seeking to secure their financial future and legacy. Trust in Estate Planning/Boston for all your estate planning needs.

Welcome to New England Security Service Company Located at 208 Broadway, Malden, Massachusetts, New England Security Service Company is your premier destination for comprehensive security solutions. As a dedicated electronics store and security service provider, we are committed to ensuring the safety and protection of our clients and their assets.

Welcome to Michael Rothstein - Hammond Residential Real Estate, your trusted partner in navigating the dynamic real estate market of the Greater Boston area. Located at 826 Boylston Street, Brookline, Massachusetts, our agency is dedicated to providing exceptional service and expertise to both buyers and sellers. With a career in residential brokerage that spans nearly four decades, Michael Rothstein has built a loyal clientele through his unwavering commitment and personalized approach. His deep roots in the community, having been born and raised in Newton, coupled with his extensive knowledge of the local market, make him an invaluable resource for anyone looking to buy or sell a home in the area.

Located at 1215 Wilbraham Road in Springfield, Massachusetts, Western New England Law School is a hub of tenacious and passionate students who are dedicated to making a positive impact in the legal field and beyond. With a student-centered approach to education, the law school offers five concentrations to personalize your legal education and prepare you for a successful career. As the only law school in Massachusetts outside of Boston, Western New England Law School provides unparalleled access to practical experience through externships and clinical opportunities with major law firms, corporations, government agencies, and more. With a variety of degree programs and dual-degree options, including the Juris Doctor and LLM in Elder Law and Estate Planning, students have the opportunity to advance their careers and gain valuable skills that are in high demand by employers.

Fadi R Metri & Associates is a reputable dental practice located at 28 Corey Street in Boston, Massachusetts. Our team of experienced dentists and health professionals are committed to providing top-quality dental care to patients of all ages. From routine cleanings and exams to advanced restorative treatments, we offer a wide range of services to help you achieve a healthy and beautiful smile. With a focus on patient comfort and satisfaction, we strive to create a welcoming and relaxing environment for all who walk through our doors. Visit us today to experience the difference at Fadi R Metri & Associates.

Merrill Lynch Financial Advisor Diane I Rooney is located at 100 Federal Street in Boston, Massachusetts, United States. Diane's service model focuses on helping clients translate their dreams and goals into reality, providing greater confidence in planning their financial lives. With over 30 years of experience in the financial services industry, Diane offers personalized financial advice and resources from a world-class firm. She holds advanced certifications, including the Certified Financial Planner designation, and specializes in sustainable, responsible, and impact investing. Diane believes in volunteering to strengthen communities and enjoys skiing, tennis, surfing, scuba diving, and international travel. At Merrill Lynch Wealth Management, Diane focuses on understanding each client's unique goals and priorities, offering personalized financial approaches to help achieve their aspirations. By listening carefully and asking thoughtful questions, Diane designs and implements personalized plans to help clients manage, grow, and preserve their wealth. She regularly reviews and adjusts financial approaches to reflect changes in clients' lives and the financial markets.

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.

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.

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.

Merrill Lynch Financial Advisor Timothy J Sullivan, located at 100 Federal Street in Boston, Massachusetts, offers personalized financial advice and guidance to help clients pursue their goals and achieve financial success. The institution, Danas ǀ Sullivan & Associates, emphasizes the importance of building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. With a focus on understanding each client's unique aspirations and priorities, the team works to develop customized strategies to address financial needs and priorities. Through tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, clients can receive personalized plans tailored to their goals and preferences. The team of experienced advisors at Merrill Lynch is committed to providing exemplary client service, as recognized by industry publications like Forbes. Whether planning for retirement, saving for a home, or funding education, the team at Merrill Lynch strives to help clients stay on track and achieve what matters most to them. With a dedication to putting clients first and providing comprehensive financial solutions, the team at Merrill Lynch is ready to help clients navigate the complexities of their financial lives and reach their goals.

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.

Suffolk University Law School: Beckerman-Roda Andrew is a prestigious institution located at 120 Tremont Street in Boston, Massachusetts, United States. For over a century, Suffolk Law graduates have achieved remarkable success in various professional fields. With 24,000 alumni practicing in firms ranging from Wall Street to Main Street, Suffolk Law graduates are leaders in government, corporate counsel, judiciary, and public interest sectors. The institution offers a world-class legal education in the heart of Boston, with nationally ranked programs in legal skills specialties such as clinics, dispute resolution, legal writing, and trial advocacy. Suffolk Law is known for its innovative approach to legal education, preparing students for success in the ever-evolving legal landscape. The institution is a leader in legal technology and provides flexible degree programs and diverse curricular opportunities to cater to a wide range of legal career paths. Students can stay informed about key dates, events, financial aid options, and application processes through the school's resources.

Robert S. Grodberg, Esq. is a reputable law firm located at 111 Perkins Street in Boston, Massachusetts. Specializing in various legal services, the institution is led by experienced attorney Robert S. Grodberg. With a commitment to providing high-quality representation and personalized attention to each client, Robert S. Grodberg, Esq. is dedicated to achieving favorable outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, the team at Robert S. Grodberg, Esq. is here to help. Contact them today to schedule a consultation.

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.

The Law Office of Matthew Callis, located at 986 Saratoga Street in Boston, Massachusetts, is a trusted legal institution specializing in estate planning and ensuring that your medical wishes are properly documented. Attorney Callis can assist you in setting up the necessary documents to manage your affairs in case of an emergency, providing peace of mind for you and your loved ones. Don't wait until it's too late - schedule a consultation with Attorney Callis today to create an estate plan tailored to your specific needs.

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.

Welcome to Shawmut Design and Construction, located at 560 Harrison Avenue, Boston, Massachusetts. As a leading general contractor, we redefine the building experience by not just creating superior structures but also elevating the entire process. Our commitment to excellence is owned by our dedicated employee-owners who are passionate about driving innovation, fostering a culture of safety, equity, and belonging, and exceeding client expectations with every project. From coast to coast, Shawmut is recognized for delivering outstanding client service and building experiences that are second to none. Our achievements speak for themselves, with accolades such as being named one of FORTUNE's Best Workplaces Nationwide and consistently ranked as a top place to work in Massachusetts and beyond.

Welcome to KDJ Enterprises, LLC – Your Trusted General Contractor in New England Located at 25 Green Street, Newburyport, Massachusetts, KDJ Enterprises, LLC is a full-service contracting firm renowned for delivering quality and efficient services across New England. With a rich history of successful projects, we specialize in comprehensive renovations, new construction, and restoration for both commercial and residential sectors.

Crite Park: A Tribute to Art and Community in Boston's South End Welcome to Crite Park, a vibrant community oasis located at the intersection of Columbus Avenue, West Canton, and Appleton Streets in the heart of Boston's South End. This unique park is a tribute to the lasting legacy of Allan Rohan Crite, a celebrated artist and cultural icon whose work captured the essence of urban life and community spirit.

Welcome to Wilson|LF: Your Trusted Partner in Estate and Business Planning Located at 300 Brickstone Square, Andover, Massachusetts, Wilson|LF is a family-focused boutique law firm dedicated to helping parents and small business owners organize their affairs with style and care. Our mission is to protect your investments and provide for your loved ones through comprehensive legal planning.

Welcome to David Marshall Datz P.C., your premier law firm specializing in Real Estate and Estate Planning Law, conveniently located at 530 Tremont Street, Boston, Massachusetts, and Provincetown, Massachusetts. Our experienced attorneys are dedicated to providing comprehensive legal services tailored to meet your unique needs in both real estate transactions and estate planning. At David Marshall Datz P.C., we understand that estate planning is more than just managing tangible assets like jewelry, artwork, and real estate. In today's digital age, it's crucial to also consider your digital assets, such as online accounts, cryptocurrency, and digital memorabilia. Our expert estate planning attorneys will guide you in creating a robust plan that ensures your digital and physical assets are seamlessly passed on to your loved ones, while maintaining your privacy and minimizing the risk of identity theft.

Welcome to Mike Hughes Team Real Estate Agency Located at 275 Grove Street in Newton, Massachusetts, the Mike Hughes Team is your trusted partner in navigating the dynamic Greater Boston real estate market. With a commitment to delivering comprehensive and distinguished services, we specialize in the acquisition and marketing of residential single-family homes, condominiums, multifamily, and distinctive luxury properties.

Welcome to Metro Realty Corp Celebrating 40 years of exceptional service, Metro Realty Corp has been a trusted name in the Greater Boston real estate market since 1984. Located at 9 Babcock Street in the heart of Brookline, Massachusetts, we specialize in providing personalized and comprehensive real estate services tailored to meet your unique needs. Whether you're in the market to buy or rent a home, our dedicated team of knowledgeable and friendly agents is here to guide you every step of the way.

Welcome to Thompson Realty - Your Trusted Partner in Real Estate Located at 424 Salem Street, Medford, Massachusetts, Thompson Realty is your premier real estate agency dedicated to providing unparalleled service in the ever-changing world of real estate. Whether you're buying, selling, or investing, our team is here to navigate the complexities of today's market with you.

Welcome to Peter Phillips - Realtor, your trusted partner in real estate located at 284 Salem Street, Medford, Massachusetts. With a career spanning decades in the industry, Peter Phillips brings unparalleled expertise and a personal touch to every transaction. Whether you're looking to buy, sell, or explore the real estate market, Peter is committed to providing exceptional service tailored to your needs. Our interactive website offers a variety of tools designed to enhance your real estate experience. Use our Interactive Map Search tool to view properties directly on the map and easily explore listings in your favorite neighborhoods. Stay ahead of the market with free alerts of new properties that match your search criteria, delivered straight to your inbox. Plus, if you're considering selling your home, take advantage of our free evaluation and market analysis with no obligation.

Welcome to Julian Addy Realtor with The Agency Located at 435A Columbus Avenue in the heart of Boston, Massachusetts, Julian Addy Realtor with The Agency is your trusted partner in navigating the real estate market. Whether you're buying or selling a home, your success relies on the expert guidance and comprehensive services provided by a knowledgeable real estate agent like Julian Addy.

Welcome to Sladja Vukovic Realtor, your trusted partner in navigating the dynamic real estate market in the Greater Boston Area. Located at 536 Main Street, Melrose, Massachusetts, our agency is part of the esteemed INVISION Real Estate Team. Since 2017, we have been dedicated to matching clients with properties that perfectly complement their lifestyle and budget. At INVISION, we believe that real estate is more than just transactions; it's about building lasting relationships. Our team of qualified and experienced professionals is committed to transforming the often daunting process of buying or selling a home into a seamless, stress-free experience. We achieve this by emphasizing education, setting clear expectations, and delivering desired outcomes.

Welcome to Davie Mac Tile, your premier destination for exceptional tile installation and repair services in Weymouth, Massachusetts. Located at 36 Greentree Lane, our team of skilled general contractors is dedicated to transforming your space with precision and style. Whether you're looking to enhance your home with a stunning kitchen backsplash, elegant bathroom tiles, or heated flooring, our top-rated local tile installers are here to bring your vision to life. At Davie Mac Tile, we understand that tile installation is an art form that requires expertise and attention to detail. Our experienced team meticulously plans, prepares, and executes each project, ensuring a flawless finish that adds lasting value and elegance to your property. We use high-quality materials and provide valuable design advice, including proper grout application and sealing, to prevent future issues and ensure a beautiful, long-lasting result.