The 30 Best Estate planning for seniors in Boston, Massachusetts

32 results found

Blake Estates is a premier assisted living facility located at 1344 Hyde Park Avenue in Boston, Massachusetts. Our institution provides top-quality care and services for seniors in a warm and welcoming environment. With a focus on promoting independence and dignity, our dedicated staff members are committed to ensuring the well-being and comfort of all residents. From personalized care plans to engaging activities and amenities, Blake Estates offers a comprehensive and compassionate approach to senior living. Experience the difference at Blake Estates, where residents are treated like family.

Paul McNulty, CFP | Boston Metro Advisor is a finance institution located at 444 Washington Street, Woburn, Massachusetts, United States. Specializing in retirement planning, Paul McNulty, a CERTIFIED FINANCIAL PLANNER™ (CFP®), offers a wide range of financial advisory and wealth management services with over 20 years of experience. With a focus on maximizing social security benefits and ensuring a secure financial future, McNulty helps clients navigate the complexities of retirement planning, investments, taxes, and estate planning. Serving clients in Woburn, MA, Arlington, and the greater Boston Metro Area, the institution aims to simplify the retirement planning process and provide tailored solutions for pre-retirees and retirees alike. For a free review of your retirement plan, contact Paul McNulty, CFP® at (781) 995-0253 or [email protected]

Evergreen Retirement Planning is a leading finance institution located at 399 Boylston Street in the heart of Boston, Massachusetts. Specializing in retirement planning, our team of expert financial advisors are dedicated to helping individuals and families secure their financial future. With a focus on personalized strategies and long-term goals, Evergreen Retirement Planning offers comprehensive services to ensure a comfortable and stable retirement. Trust us to guide you through the complexities of investment planning, wealth management, and retirement income strategies. Contact us today to start planning for a secure and prosperous retirement.

Welcome to The Leon Merian Real Estate Group, Compass – your trusted partner in navigating the world of real estate with a focus on global luxury and senior living. Conveniently located at 18 Shipyard Drive, Hingham, Massachusetts, we are proud to serve our community with over 31 years of industry expertise and an unwavering commitment to client satisfaction. Leon Merian, a Hingham native, brings a unique blend of innovative marketing strategies, loyalty, and energy to every client interaction. His philosophy is simple yet profound: understand your needs rather than just selling a property. Leon believes in empowering clients with the knowledge they need to make informed decisions, ensuring a seamless and enjoyable real estate journey.

Welcome to Michael Peppino Real Estate, your premier real estate agency located at 171 Washington Street, Norwell, Massachusetts. We specialize in helping you find your dream home, whether it be a cozy condo, sprawling land, or a charming single-family residence. Our website, www.southofbostonrealestate.com, offers the most comprehensive and user-friendly real estate search in the area, with listings updated every 15 minutes directly from the official Realtor® database. Stay ahead of the market with our instant property alerts, daily email updates on new listings, price changes, and comprehensive market reports. Our Interactive Map Search feature allows you to visualize properties on a map and customize your search by drawing boundaries around your preferred areas. Curious about your neighborhood? Create a custom market report to see the latest active, under contract, and sold properties in your area.

Melville Towers is a real estate agency located at 850 Pleasant Street in New Bedford, Massachusetts. This mixed-income community has age restrictions and potential income qualifications and rent restrictions. Situated in the historic downtown area of New Bedford, residents at Melville Towers can enjoy a range of community amenities. The location is conveniently close to major roadways such as Route 18 and 195, making it easy to explore nearby cities like Providence, Newport, Cape Cod, and Boston. In addition to the vibrant arts and culture scene in New Bedford, residents can also participate in city celebrations and enjoy supportive services and activities on site. Designed for seniors 62 and individuals with disabilities under age 62, Melville Towers offers a variety of floor plans for comfortable living.

Brandywyne Village is a reputable real estate agency located at 88 Brandywyne Drive in Boston, Massachusetts. With a strong focus on personalized service and attention to detail, Brandywyne Village strives to help clients find their dream homes or investment properties in the bustling city of Boston. Their team of experienced real estate professionals are dedicated to providing top-notch guidance and support throughout the buying or selling process. Whether you are looking for a cozy apartment, a spacious family home, or a lucrative investment property, Brandywyne Village is committed to helping you find the perfect fit. Visit their office today to start your real estate journey with confidence and peace of mind.

Loring Towers is a premier apartment community located at 1000 Loring Avenue in Salem, Massachusetts. Our convenient location puts you within walking distance of trendy markets, shops, and restaurants, as well as the Salem waterfront. Just a short fifteen-minute drive to Boston, Loring Towers offers the perfect blend of city living and coastal charm. Our one and two bedroom floor plans feature spacious layouts with modern amenities such as energy-efficient GE appliances, breakfast bars, and oak cabinetry. Enjoy stunning views of Salem, Boston, and the Atlantic Ocean from your apartment. We are proud to be a pet-friendly community, welcoming your furry friends with open arms.

Mission Main is a vibrant institution located in the heart of the Mission Hill neighborhood in Boston, Massachusetts. Our newly renovated apartment homes offer spacious and well-designed living spaces, just minutes away from the Brigham Circle MBTA Green Line "T" stop, Northeastern University, and downtown Boston. Residents enjoy a diverse and lively community with access to world-renowned cultural, educational, and medical institutions. Our property provides endless opportunities for an active urban lifestyle, with cutting-edge designs, incredible amenities, and engaging social spaces. Come discover a whole new world at Mission Main in Boston!

Dorchester (Kelly) House, located at 10 Ellet Street in Boston, Massachusetts, is a real estate agency specializing in 62 Elderly and Non-Elderly Disabled Community housing in Dorchester. The institution offers ninety-one apartment homes in a seven-story building, with one and two bedroom apartments featuring private entrances. Amenities include a grand community gathering space, laundry care suites on each floor, and on-site and guest parking. Situated near the Dorchester House Multi-Service Center, Kit Clark Senior House, Fields Corner shopping area, public transportation, and major highway routes, Dorchester House provides a convenient and comfortable living environment for its residents. Income qualifications and rent restrictions may apply, making it a mixed-income community designed primarily for residents 62 and persons with disabilities under age 62. Visit Dorchester House Apartments in Dorchester, MA for a variety of floor plans.

Singleton Wealth is a premier accounting and finance institution located at 5230 Washington Street in Boston, Massachusetts, United States. With a team of experienced professionals, Singleton Wealth offers a wide range of financial services to help individuals and businesses achieve their financial goals. From tax planning and wealth management to investment advising and retirement planning, Singleton Wealth is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Singleton Wealth is here to help you every step of the way.

Adrienne Snapp is a private wealth advisor at Ameriprise Financial Services, LLC, located at 260 Boston Post Road in Wayland, Massachusetts. With a focus on personalized financial planning and investment strategies, Adrienne helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Adrienne provides expert guidance and tailored solutions to meet your individual needs. Trust in Adrienne Snapp and Ameriprise Financial Services, LLC to help you navigate the complexities of finance and make informed decisions for your financial well-being.

James Swallow Jr is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 529 Main Street, Boston, Massachusetts, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral finance. James Swallow Jr is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with retirement planning, investment strategies, estate planning, or insurance products, James Swallow Jr has the knowledge and experience to help you achieve your financial goals. Contact him today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Jack McCarthy is a reputable financial institution located at 77 North Washington Street in Boston, Massachusetts, United States. As a trusted finance advisor, Jack McCarthy offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jack McCarthy is dedicated to providing expert financial guidance and support to individuals and families in the Boston area. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Jack McCarthy and his team are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Brian Hanseth is a reputable finance institution located at 100 Federal Street in Boston, Massachusetts. As a trusted financial advisor, Brian Hanseth provides personalized financial planning and investment advice to clients in the United States. With a focus on long-term wealth management and strategic financial solutions, clients can rely on Merrill Lynch Financial Advisor Brian Hanseth for expert guidance in achieving their financial goals.

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.

Merrill Lynch Financial Advisor Todd E Dambrauskas, located at 100 Federal Street in Boston, Massachusetts, offers personalized wealth management services for high-net-worth clients. With over 24 years of experience, The Dambrauskas Group provides a boutique-like approach to financial planning, combined with the resources and strategies of Merrill Lynch. The mission of the institution is to truly understand each client's individual goals and priorities. By asking thoughtful questions and listening carefully, the team at Merrill Lynch works to create a comprehensive financial strategy tailored to each client's unique needs. Whether the focus is on growing, preserving, or transferring wealth, the team is dedicated to helping clients achieve their financial goals at every stage of life.

Veras Multi Service is a reputable finance institution located at 11 Poplar Street in Boston, Massachusetts, United States. We offer a wide range of financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, investments, taxes, or loans, Veras Multi Service is here to help. Visit us today to experience top-notch financial services in a welcoming and professional environment.

James Klotz Attorney At Law is a reputable law firm located at 240 Pleasant Street in Methuen, Massachusetts. With years of experience and expertise in various legal matters, James Klotz provides top-notch legal services to clients in need of professional representation. Specializing in areas such as personal injury, criminal defense, and family law, James Klotz is dedicated to helping clients navigate the complexities of the legal system with compassion and skill. Whether you are facing a difficult legal situation or simply need expert advice, James Klotz Attorney At Law is here to provide you with the support and guidance you need.

Priority Law (formerly Haroutunian Law Office) is a specialized estate planning practice located at 790 Boston Road in Billerica, Massachusetts. Our experienced attorneys are dedicated to helping you prioritize and protect your family and assets through personalized Will and Trust planning. We understand the importance of making these decisions painlessly, which is why we do not give you homework. Simply schedule a free appointment with us, and in just 30 minutes, we will provide you with a plan and a flat fee quote. If you are unable to meet in person, our attorneys are available for phone or video conferences, and can even meet you at hospitals, rehabs, or nursing homes in case of a medical emergency. James Haroutunian, Esq., the founder of Priority Law, has over 20 years of experience in estate planning and elder law services. He has been recognized as a Boston Magazine Boston's Top Lawyer and has been featured by Fox 25 News and the American Bar Association for his innovative and caring approach to legal practice.

Margolis Bloom & D'Agostino is a prestigious law firm located at 20 William Street in Wellesley, Massachusetts. Specializing in Elder Law and Estate Planning, our experienced attorneys have literally written the books on these subjects. With additional offices in Boston and Norwood, we are dedicated to providing top-notch legal services to our clients. If you are looking for expert advice on Elder Law and Estate Planning, look no further than Margolis Bloom & D'Agostino. Our attorneys, Harry Margolis and Jason Swadel, are well-versed in handling complex cases involving probate, trust, and MassHealth. Contact us today to learn more about how we can assist you with your legal needs.

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.

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.

Northwestern Mutual Life Insurance: Baron Jeffrey, located at 1 Beacon Street in Boston, Massachusetts, is a reputable finance and insurance agency. Our dedicated financial advisors are here to help protect your family and keep your goals on track with insurance options that provide financial flexibility and income protection. When you work with one of our advisors, you can expect personalized plans that cater to your current and future priorities, all at no cost to you. We are proud to be recognized as a Top 10 Independent Investment Broker-Dealer, and NerdWallet has ranked us as the Best Life Insurance Company for Customer Experience.

Welcome to Bald Hill Builders, your trusted partner in construction and design. Located at 25 Walpole Park South, Walpole, Massachusetts, Bald Hill Builders is a woman-owned (WBE) and operated commercial general contracting and construction management firm. Serving the greater Boston area and beyond, we specialize in providing comprehensive construction services across Massachusetts and the surrounding states. At Bald Hill Builders, we offer a wide range of services, including pre-construction planning, construction management, general contracting, and design-build construction. Our expertise spans various sectors, catering to commercial and industrial clients with projects in affordable housing, planned communities, senior living, multifamily developments, healthcare, education, retail, and hospitality.

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 Olympia Moving & Storage, where moving is more than just a service—it's an experience. Located at 290 Forbes Boulevard, Mansfield, Massachusetts, we are committed to providing exceptional moving and storage solutions that exceed expectations. At Olympia, we follow "The Olympia Way," a philosophy that emphasizes teamwork, commitment, communication, and innovation. Our team is passionate about what we do, ensuring that every move is handled with the utmost care and professionalism. As an industry leader, our award-winning services have earned us five-star reviews from families across Boston, Austin, Washington DC, Philadelphia, and Tampa. With over three decades of experience, we've mastered the art of moving, offering local, interstate, and international relocations that stand out from the rest.

Welcome to Elder Law Care, Patrick J. Kelleher & Associates, P.C., your trusted partner in navigating the complexities of elder law and estate planning. Located at 1415 Hanover Street, Hanover, Massachusetts, our compassionate team of attorneys is dedicated to helping seniors and their families throughout the Boston area, including Hanover and Quincy, make informed decisions about their future. We understand the stress and uncertainty that come with planning for an unknown future and protecting your life's work. Our mission is to ensure you and your family come first by providing guidance and support in addressing long-term care needs, carrying out loved ones' final wishes, and ensuring the future care of family members with disabilities.

Welcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.

Welcome to The Needle Group-Sharon, MA Realtors-REAL Broker, your premier real estate agency located at 62 South Main Street, Sharon, Massachusetts. We are dedicated to providing exceptional real estate services to our clients, offering a comprehensive platform for searching homes, condos, land, and foreclosure properties. Our website is your ultimate resource, updated every 15 minutes by the official Realtor® database, ensuring you have access to the most current listings. With easy-to-use features, you can save searches, receive daily email alerts on new listings, and stay informed with market reports. Led by Dianne S. Needle, an award-winning Realtor with over 25 years of experience, our team is committed to helping you achieve your real estate goals. Dianne is renowned for her expert market knowledge and personalized approach, ensuring every client receives remarkable service. Under her leadership, The Needle Group has earned accolades such as being ranked number two in the “TOP 25 SMALL TEAMS-USA” and receiving the prestigious Elite Agent award with REAL Broker annually.