Comprehensive estate planning in Boston, Massachusetts

Merrill Lynch Financial Advisor Christopher J. Henderson is a Senior Vice President and Senior Financial Advisor located at 100 Federal Street in Boston, Massachusetts. With a focus on advising families, entrepreneurs, and select institutional clients, Chris and his team provide comprehensive wealth management services. Chris leverages the firm's intellectual capital, balance sheet, and investment access to support clients in navigating their personal, charitable, and business operating needs. With experience in investing, credit, estate planning strategies, and tax efficiency, Chris offers a personalized approach to help clients achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Chris prioritizes understanding his clients' individual needs and goals. Through a personalized financial plan centered on family, goals, and priorities, Chris helps clients navigate the ever-changing financial landscape. By regularly reviewing progress and adjusting investment strategies as needed, Chris ensures that clients stay on track to achieve their objectives.

Martinelli Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located in Post Office Square, Boston, Massachusetts, United States. With a focus on providing top-tier wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Martinelli Wealth Management - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial solutions tailored to your individual needs. Contact us today to learn more about how we can help you build and preserve your wealth.

Merrill Lynch Financial Advisor Danyil S. Medvedev, located at 100 Federal Street in Boston, Massachusetts, is a team of highly accomplished and experienced advisors dedicated to providing exceptional wealth management advice to a limited number of successful clients. The Boston Harbor Team has built long-standing relationships with client families, offering customized wealth building and preservation strategies. Clients, who are often multi-generational families with significant wealth, are referred to the team by other satisfied clients, attorneys, and accountants who are familiar with their approach. The team's philosophy focuses on tax-efficient, research-intensive portfolios, including alternative investments when appropriate, to serve clients' best interests over the long run. With access to tailored lending capabilities and coordination with clients' other advisors, the team aims to align tax minimization and estate planning strategies for each individual client. Their dedication to detail, hard work, and customization ensures a positive wealth management experience that leads to the outcomes clients envision for themselves and their families. Recognized by financial industry publications for exemplary client service, the team prides itself on reliability and accessibility. With a tradition of helping successful individuals make financial decisions that enhance their lifestyles and legacies, the team is committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Jeffrey P Keough is a distinguished finance institution located at 100 Federal Street, Boston, Massachusetts, United States. The KCH Wealth Management Group, led by an 8-member team, specializes in providing tailored advice and guidance to corporate executives, business owners, and affluent families. With over 1.8B in assets under management as of March 2024, the group has been ranked #26 on the 2023 Forbes "Best-In-State Wealth Management Teams" list. The team believes in creating personalized financial plans to help clients manage, grow, and preserve their wealth for the long term. By leveraging the investment insights of Merrill and banking solutions from Bank of America, they aim to address each client's unique financial needs and goals. The team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. With a focus on understanding clients' goals and priorities, the team offers personalized investment strategies and comprehensive financial solutions to help clients achieve their financial objectives. Through ongoing communication and regular reviews, the team helps clients stay on track to meet their goals despite changes in the financial markets or personal circumstances. The institution is dedicated to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life.

Cloud9 Advisory, Inc. is a financial advisory firm located in Boston, Massachusetts, United States. Specializing in accounting and finance, we offer a wide range of services to simplify your life. Our strategic alliances with enterprise class service providers allow us to provide unlimited business solutions, from cloud migration to application development. We specialize in guiding companies through the shift from product-based to service-oriented approaches, unlocking enhanced customer value and establishing predictable revenues. Stay connected to your construction projects with instant access to crucial accounting information, no matter where you are.

Kiley & O'Toole Tax Services is a local and family-owned business located at 138 Old Colony Avenue in Boston, Massachusetts. Specializing in accounting and finance, we have been providing tax preparation services since 1989. With over 30 years of experience, our team of experts can help you navigate the complexities of income tax returns and ensure that you receive all eligible tax credits and deductions. Our loyal clients have been with us for many years, trusting us to provide professional and accurate tax preparation services. We prioritize your privacy and security, implementing quality procedures to protect your personal information. Our offices are open year-round, so your personal tax preparer is always accessible to answer any questions you may have.

Okoli Financial Inc. is a reputable accounting and finance institution located at 351 South Huntington Avenue in Boston, Massachusetts, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Our commitment to excellence and client satisfaction sets us apart in the industry. Whether you are an individual or a business, Okoli Financial Inc. is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

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.

The Law Offices of Camila R. Ransom, P.C. is a reputable legal firm located at 512 Gallivan Boulevard in Boston, Massachusetts. Led by experienced attorney Camila R. Ransom, the firm provides expert legal services in various areas of law including personal injury, criminal defense, family law, and more. With a focus on personalized attention and dedicated representation, clients can trust in the firm's commitment to achieving favorable outcomes for their legal matters. Contact the Law Offices of Camila R. Ransom, P.C. for professional and reliable legal assistance in the Boston area.

Garreta Law is a renowned law firm located in Medford, Massachusetts, United States. With years of credibility and maximum dedication, we provide personalized legal solutions tailored to your needs. Our results speak for themselves, establishing us as a reference in the legal field. Founded by Rafaela Garreta, our team consists of highly skilled Brazilian professionals with extensive experience in various areas of law. Located just 10 minutes from downtown Boston, our office offers accessibility and comfort to our clients. At Garreta Law, we understand the importance of representing our clients during crucial moments in their lives. Our team, composed of 90% Brazilians, is trained and educated in various countries, allowing us to establish a trusting relationship with our clients. We not only speak the language but also understand the expectations that come with hiring a law firm to represent your interests.

Hera Law Group Milton Office, located at 464 Granite Avenue in Milton, Massachusetts, is a dedicated law firm specializing in Family Law, Estate Planning, Trusts, and Probate. Our team of experienced attorneys, led by Melissa, provides personalized and compassionate legal services to guide you through your family law matters with expertise and care. From divorce and custody issues to pre and postnuptial agreements, we are here to support you every step of the way. In addition to our Family Law services, we also assist clients in creating comprehensive estate and trust plans to safeguard their assets and ensure their loved ones are taken care of in the future. Our representation extends to the entire probate process, including trust administration, to provide peace of mind during challenging times.

The Law Office of Irina Rubinshtein, PC is a reputable legal firm located at 1208A VFW Parkway in Boston, Massachusetts. Led by experienced attorney Irina Rubinshtein, the firm offers a wide range of legal services to clients in need of expert guidance and representation. Specializing in areas such as family law, immigration law, and personal injury cases, the dedicated team at this firm is committed to providing personalized attention and achieving the best possible outcomes for their clients. With a strong track record of success and a reputation for professionalism and integrity, the Law Office of Irina Rubinshtein, PC is a trusted choice for individuals seeking top-notch legal representation in the Boston area.

Hand of Midas Investment Group, LLC - Mobile Notary and Signing Services is a finance institution located at 1 Washington Street in Boston, Massachusetts. Serving as Boston's Premier Notary and Signing Service, we offer speed, reliability, and convenience for all your notarization needs. Our experienced team provides a wide range of notarization solutions, from real estate transactions to legal document notarization. With our mobile notary services, we bring the notarization process directly to your preferred location, saving you time and effort. Our certified agents handle various documents, including affidavits and power of attorney, ensuring precise document notarization. Whether you're a title company or an individual in need of reliable notary services, we've got you covered with our commitment to excellence and industry knowledge.

The Law Office of Thomas O Mason, located at 1 Market Street in Lynn, Massachusetts, has been serving the local community and Boston's North Shore area since 1996. Specializing in estate planning and personal injury law, our team of licensed attorneys brings over thirty years of legal expertise to help clients with their most pressing legal needs. At Mason Law Firm, we are dedicated to providing comprehensive legal services with a focus on trust, diligence, and unwavering commitment to our clients. We believe in standing with our clients from the beginning to the end of all legal matters, ensuring that their assets are protected, their wishes are carried out, and providing peace of mind for both them and their loved ones.

Hannon Lerner, located at 184 Main Street in Lee, Massachusetts, is a reputable law firm with a strong presence in western Massachusetts. Specializing in municipal law, the firm represents towns across Berkshire County and serves as local counsel for businesses in the area. In addition to their municipal work, Hannon Lerner also assists private clients with a range of legal matters including real estate, estate planning, personal injury, and more. With a team of experienced attorneys, Hannon Lerner is well-equipped to handle complex litigation for individuals, businesses, and government agencies. Attorney Jeremia Pollard, known for his work on high-profile cases, has successfully represented clients in various levels of court, including the Supreme Judicial Court in Boston.

Marsden Law P.C. is a law firm located at 847 Washington Street in Holliston, Massachusetts, specializing in Estate Planning, Probate, Elder Law, and Wealth Management services for individuals and families. With over a decade of legal experience, our team is dedicated to providing compassionate and attentive legal counsel to clients in Metro West Boston who are in need of assistance with estate planning. Whether you have questions about Medicaid planning or need help avoiding probate, our experienced Massachusetts estate attorney can help analyze your situation and create a strong legal strategy to protect your interests and ensure your personal wishes are respected. Testimonials from satisfied clients highlight our commitment to guiding families through the complex process of Medicaid applications and long-term care planning, providing clear explanations and support every step of the way. No matter the size of your estate, Marsden Law P.C. can help you draft a comprehensive estate plan that includes essential documents such as a last will and testament, power of attorney, and guardianship provisions for minor children.

Orsi Arone Rothenberg Turner, LLP is a prestigious institution located at 160 Gould Street in Needham, Massachusetts, United States. Specializing in accounting, finance, and legal services, our firm is known for our high levels of experience, knowledge, and professionalism in serving clients in the Boston area. We offer the same high caliber legal representation as downtown Boston law firms, but with the convenience and reasonable cost associated with a suburban location. Our attorneys are highly respected advocates and leaders in the legal community, with many having over 20 years of private practice experience at large downtown law firms. Each lawyer has earned an excellent reputation and has expertise in specific areas of law such as business law, real estate, taxation, and elder law. Our multidisciplinary approach allows us to provide comprehensive representation that draws on in-depth knowledge in various legal areas.

Panas Law Office is a reputable legal institution located at 1141 Lakeview Avenue in Dracut, Massachusetts. Specializing in various areas of law, including personal injury, family law, and criminal defense, the experienced team of lawyers at Panas Law Office is dedicated to providing top-notch legal representation to clients in the Greater Boston area. With a strong commitment to professionalism, integrity, and client satisfaction, Panas Law Office is the go-to destination for individuals seeking expert legal advice and representation.

Davis Law Group is a reputable full-service law firm located at 15 Cottage Avenue in Quincy, Massachusetts, United States. Specializing in Family Law, Divorce, Criminal Defense, Personal Injury, and Real Estate, our experienced team of attorneys has over 90 years of combined experience in providing legal representation for individuals, families, and businesses in the Greater Boston Metro area. Navigating the legal system can be overwhelming and stressful, which is why seeking experienced legal assistance is crucial. Our team of seasoned trial lawyers is dedicated to building strong attorney-client relationships and providing the attention and guidance needed to secure optimal results for our clients.

Dionisi, O'Rourke & Bradford LLP is a prestigious law firm located at 365 Boston Post Road in Sudbury, Massachusetts. With a team of highly experienced and skilled lawyers, they provide a wide range of legal services to clients in various practice areas. Whether you need assistance with personal injury claims, family law matters, real estate transactions, or estate planning, the dedicated attorneys at Dionisi, O'Rourke & Bradford LLP are committed to providing top-notch legal representation and personalized attention to each client. Contact them today for expert legal advice and representation.

Amaral & Associates, P.C. is a reputable law firm located at 246 Revere Street, Winthrop, Massachusetts, United States. Specializing in family law, specifically divorce cases, the firm understands the stress and complexity that comes with such legal matters. With over 30 years of collective experience, the team at Amaral & Associates, P.C. has a proven track record of success, even with the most complicated divorces and family law related issues. Whether you are facing a divorce, child custody dispute, alimony concerns, or any other family law matter, the attorneys at Amaral & Associates, P.C. are dedicated to providing you with credible and practical advice. They will help you navigate the Massachusetts laws relevant to your case, establish priorities, and explore all legal options to find the best approach for your situation.

Marshall, Crane & Grant, PC is a trusted law firm located at 69 Winn Street in Burlington, Massachusetts. Specializing in estate planning, our team of experienced attorneys serves clients throughout the Boston area. With a focus on building long-term relationships, we provide expert legal services to assist clients and their families through all stages of life. From drafting wills and trusts to navigating business planning and estate settlement, our dedicated team offers comprehensive solutions tailored to each client's needs. Our practice areas also include small business representation, family law, and elder law. Whether handling simple or complex matters, our collaborative approach ensures that clients receive the highest level of expertise and support. As a smaller firm, we prioritize personalized service, allowing us to be there for our clients during both joyful and challenging times. With compassion, understanding, and professionalism, we are committed to meeting the needs of our clients and their families.

Attorney Eddie Jenkins and Associates is a reputable law firm located at 576 Warren Street in Boston, Massachusetts, United States. Specializing in various legal services, our team of experienced attorneys are dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Attorney Eddie Jenkins and Associates is here to help. Contact us today to schedule a consultation and let us guide you through the legal process with professionalism and expertise.

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.

Attorney Joe Higgins is a specialized criminal defense lawyer located at 269 Hanover Street in Hanover, Massachusetts. With a focus on OUI/DUI cases, Attorney Higgins has represented clients in over 60 courts throughout Massachusetts. Recognized by SuperLawyers Magazine and Boston Magazine as a "Rising Star" in Drunk Driving Defense, Attorney Higgins brings a wealth of experience to his practice. As a former Assistant District Attorney, he understands the prosecution's strategies and weaknesses, giving his clients a strong advantage in court. Attorney Higgins is dedicated to helping clients navigate the legal system, including dealing with the RMV for licensing issues. With a commitment to providing exceptional service, Attorney Higgins is available for consultations via live chat on his website or by phone, even outside of normal business hours. If you're facing an OUI/DUI charge in Massachusetts, Attorney Joe Higgins is the attorney you need on your side.

McGowan & Associates is a reputable law firm located in Norwell, Massachusetts, specializing in Personal Injury, Subrogation, Civil Litigation, Real Estate, Estate Planning, and Mediation and Arbitration. With over 30 years of experience, our attorneys offer top-notch expertise to clients in Plymouth County and across Massachusetts. Founded by Owen P. McGowan in 2001, our firm aims to provide the experience of a top Boston law firm to clients on the South Shore. We have a strong focus on building lasting client relationships and are committed to working closely with our clients every step of the way. Our team of attorneys at McGowan & Associates has extensive experience in personal injury cases, including car accidents, premises liability accidents, construction accidents, medical malpractice, and more. We have successfully negotiated multi-million dollar settlements and tried numerous cases to verdict. As a member of the National Alliance of Subrogation Counsel (NASC), we also handle subrogation recovery for insurers throughout Massachusetts and New England.

Hinchey & Oldenhoff, LLP is a reputable law firm located in Mashpee, Massachusetts, with an additional office in Boston. Specializing in various legal services, their team of experienced lawyers is dedicated to providing high-quality representation to their clients. Whether you need assistance with personal injury cases, family law matters, or estate planning, Hinchey & Oldenhoff, LLP is committed to delivering effective and personalized legal solutions. Visit their office at 22 Steeple Street in Mashpee or schedule a consultation at their Boston location on 75 Arlington Street, Suite 500.

Devine Intervention PC, formerly known as the Law Offices of Karyn A. Morris-Devine, is a reputable institution located at 1645 Falmouth Road in Barnstable, Massachusetts, United States. Specializing in accounting and finance, this institution offers expert services in divorce mediation. Attorney Karyn A. Morris-Devine is known for her experience, compassion, professionalism, and dedication in providing high-quality legal representation for families in need of assistance with divorce and family law matters. In addition to her legal expertise, Attorney Morris-Devine is also skilled in tax preparation, offering a comprehensive range of services to her clients.

Good Schneider Cormier & Fried, Attorneys at Law is a reputable law firm located at 83 Atlantic Avenue in Boston, Massachusetts. Specializing in various legal matters, their team of experienced lawyers provide expert advice and representation to clients in need of legal assistance. With a focus on delivering personalized and effective solutions, Good Schneider Cormier & Fried is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on legal matters, you can trust in the expertise and professionalism of this esteemed law firm.

Cohn & Dussi, LLC is a reputable law firm located at 130 New Boston Street in Woburn, Massachusetts. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including business law, real estate, estate planning, and litigation, Cohn & Dussi, LLC is dedicated to providing top-notch legal representation and guidance to individuals and businesses alike. Their commitment to excellence and personalized attention sets them apart as a trusted and reliable legal partner for all your legal needs.