Family business estate planning in Lexington, Massachusetts

Lexington Wealth Management, located at 12 Waltham Street in Lexington, Massachusetts, is a finance institution that specializes in investment management. Our approach to managing your investments is well-known and trusted. Whether you are on the path to success and wealth, a woman looking to make money a source of strength, an entrepreneur accumulating wealth, or a family with growing wealth and complexity, we are here to help you strategize and create a plan for your financial future. Our goal is to connect the head and heart of wealth management, ensuring that your financial decisions align with your values and goals. For more information, please visit our website for our Legal & Privacy policies and our ADV.

Harris & Murphy LLP is a prominent law firm located at 922 Waltham Street in Lexington, Massachusetts. Specializing in various legal services, our team of experienced lawyers is dedicated to providing top-notch representation for our clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, our firm is here to help. With a focus on professionalism and client satisfaction, Harris & Murphy LLP is committed to achieving the best possible outcomes for those we represent. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.

Welcome to The Marrocco Group, your trusted real estate agency located in the heart of Lexington, Massachusetts. Situated at 1775 Massachusetts Avenue, our team of five dedicated professionals is here to guide you through your real estate journey with unparalleled expertise and personalized service. With a combined experience of 70 years, Monte Marrocco Sr., Sarah Amico, Veronoque Groff, Monte Marrocco Jr., and Gina Marrocco have established a reputation for excellence, perseverance, and professionalism. At The Marrocco Group, we understand the unique charm and appeal of Lexington, a community perfect for growing families. This gorgeous town is adorned with affluent shops, historic landmarks, and ample green spaces, making it a truly charming place to call home. Our team is committed to showcasing the best of what Lexington has to offer, ensuring that your property stands out in this vibrant market.

Bickling Financial Services, located at 35 Bedford Street in Lexington, Massachusetts, is a renowned finance institution with a legacy of excellence. Founded in 1984 by Dorothy Bickling, one of the first individuals to earn the CERTIFIED FINANCIAL PLANNER® designation, Bickling Financial Services is dedicated to helping clients achieve financial independence. Specializing in assisting clients with both short-term and long-term financial goals, Bickling Financial Services utilizes advanced software tools to optimize retirement income and ensure that spending reflects personal priorities. From planning for education costs to managing company 401k programs, their team of experts is committed to simplifying complex financial matters for their clients.

Ouellette Wealth Management Group is a leading financial institution located at 35 Bedford Street in Lexington, Massachusetts, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help. With a focus on transparency, integrity, and client satisfaction, Ouellette Wealth Management Group is committed to helping you secure your financial future.

Petrucelly, Norris & Minsch, P.C. is a full-service woman-owned and operated civil law firm located at 1666 Massachusetts Avenue in Lexington, Massachusetts. Our experienced attorneys provide quality legal counsel to individuals, families, small businesses, and non-profits throughout greater Boston. We offer a wide range of legal services including family law, employment law, real estate, non-profit representation, and consumer rights. Our lawyers are dedicated to providing personalized and cost-effective legal assistance to meet each client's unique needs. Founded on progressive principles, we are committed to serving as a positive force in the community. Visit our website to learn more about our practice areas.

The Law Office of Kate A. Barnes is a reputable legal institution located at 25 Lexington Avenue in Gloucester, Massachusetts, United States. Specializing in various areas of law, Kate A. Barnes provides expert legal advice and representation to clients in need of professional assistance. With a dedication to serving the community and a commitment to achieving favorable outcomes for her clients, Kate A. Barnes is a trusted and experienced lawyer you can rely on. Contact the Law Office of Kate A. Barnes today for all your legal needs.

Thomas O Fenn Law Office is a reputable legal institution located at 9 Meriam Street in Lexington, Massachusetts, United States. Specializing in various areas of law, the dedicated team at this law office provides expert legal representation and guidance to clients in need. With a commitment to excellence and a track record of success, Thomas O Fenn Law Office is a trusted choice for individuals seeking top-notch legal services in the Lexington area.

Constant Law Group, PC is a law firm located in Lexington, Massachusetts, specializing in estate planning and wealth preservation. Their services include asset protection, business and exit planning, elder law, and trust and estate administration. Unlike traditional firms that focus on simply creating legal documents, Constant Law Group takes a more personalized approach. They aim to understand each client's unique needs, values, and goals in order to provide tailored advice and guidance. By working closely with clients and their financial advisors, Constant Law Group helps ensure that their estate plans are effective and successful. Contact them at 1666 Massachusetts Avenue, Suite F1, or call (888) 849-5993 to learn more about their services.

Carter & Doyle is a prestigious law firm located at 430 Bedford Street in Lexington, Massachusetts. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including business law, real estate law, and estate planning, we are committed to helping individuals and businesses navigate the complexities of the legal system. With a reputation for excellence and a track record of success, Carter & Doyle is the go-to firm for all your legal needs in the Lexington area. Contact us today to schedule a consultation.

Welcome to Onello Harriet, your trusted legal partner located at 7 Hartwell Avenue, Lexington, Massachusetts. We are dedicated to providing exceptional legal services with a focus on personalized client care. At Onello Harriet, we understand that every legal situation is unique, which is why we tailor our approach to meet the specific needs of each client. Our experienced team of lawyers is committed to delivering expert advice and effective solutions in a wide range of legal matters. Whether you require assistance with family law, estate planning, business law, or any other legal issue, we are here to guide you through the complexities of the legal system with professionalism and integrity. Visit us at our convenient Lexington location and experience the peace of mind that comes with having a knowledgeable and compassionate legal advocate by your side.

Welcome to The Law Office of Marina Dvorkin, your trusted legal partner located in the heart of Lexington, Massachusetts. With a convenient location at 238 Bedford Street, we proudly serve the legal needs of our local community and beyond. Our office is dedicated to providing personalized and comprehensive legal services tailored to meet the unique needs of each client. At The Law Office of Marina Dvorkin, we specialize in a wide range of legal areas, including family law, estate planning, real estate, and business law. Our commitment to excellence is reflected in our client-focused approach, ensuring that you receive the highest level of attention, expertise, and integrity.

Welcome to Kushner & Marano, P.C., your trusted legal partners located in the heart of Newton, Massachusetts. Situated at 450 Lexington Street, our esteemed law firm is dedicated to providing exceptional legal services to individuals and businesses throughout the region. With years of experience and a commitment to excellence, our team of skilled attorneys specializes in a wide range of practice areas, ensuring that we can meet all your legal needs with professionalism and expertise. At Kushner & Marano, P.C., we understand that navigating the legal system can be complex and overwhelming. That’s why we prioritize clear communication, personalized attention, and strategic solutions tailored to your unique circumstances. Whether you require assistance with family law, real estate transactions, business law, or any other legal matter, our attorneys are here to guide you every step of the way.

Welcome to The Law Offices of Marian P. Abraham, P.C., where we are committed to providing exceptional legal services with a personal touch. Conveniently located at 1666 Massachusetts Avenue in the heart of Lexington, Massachusetts, our firm specializes in a wide range of legal areas to meet the diverse needs of our clients. At The Law Offices of Marian P. Abraham, P.C., we understand that navigating the legal system can be overwhelming. That’s why we are dedicated to offering compassionate and professional guidance every step of the way. Our experienced team is here to listen to your concerns, understand your unique situation, and work tirelessly to achieve the best possible outcomes.

Welcome to Jacobi & Chamberlain LLP Located at 4 Militia Drive, Lexington, Massachusetts, Jacobi & Chamberlain LLP is your trusted partner for expert legal services. With over 135 years of combined experience, our dedicated team of attorneys specializes in a range of legal areas including litigation, incorporation and business law, family law, real estate, and trusts and estates. Our primary goal is to provide outstanding legal representation that protects your interests at an affordable cost.

Welcome to Sheehan & Associates Law, your trusted legal partner in Lexington, Massachusetts. Conveniently located at 5 Militia Drive, our firm is dedicated to providing personalized and comprehensive legal services to meet the diverse needs of our clients. Our team of experienced attorneys is committed to delivering exceptional representation and guidance in a wide range of legal matters, including family law, estate planning, real estate, and business law. At Sheehan & Associates Law, we understand that each client's situation is unique, which is why we take the time to listen and develop tailored strategies to achieve the best possible outcomes. Our client-centric approach ensures that you receive the attention and dedication you deserve, every step of the way.

Welcome to Digital Federal Credit Union (DCU), your trusted financial partner located at 1751 Massachusetts Avenue in Lexington, Massachusetts. As a member-owned, not-for-profit organization, we prioritize our members' needs, offering personalized financial solutions that empower you to achieve your goals. At DCU, we provide a comprehensive range of financial services, including ATMs, personal and business banking, and competitive auto loan rates starting as low as 5.99% APR. Our innovative Goals-Based Banking program is designed to help you reach your savings targets, while our professional financial guidance is available to support your journey towards a secure financial future.

Yunes Frank B is a reputable law firm located at 70 Westview Street in Lexington, Massachusetts. With a team of experienced and knowledgeable lawyers, they provide top-notch legal services to clients in various practice areas. From personal injury cases to real estate transactions, Yunes Frank B is dedicated to serving their clients with professionalism and integrity. Whether you are in need of legal advice or representation, you can trust Yunes Frank B to handle your case with skill and expertise. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

The Law Offices of Sonja B. Selami is a reputable legal institution located in Lexington, Massachusetts, United States. Specializing in various areas of law, including but not limited to family law, estate planning, and real estate transactions, Attorney Sonja B. Selami provides expert legal representation and guidance to clients in need. With a commitment to professionalism, integrity, and personalized service, the team at The Law Offices of Sonja B. Selami strives to achieve the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need legal advice, Attorney Sonja B. Selami and her team are here to help.

Norfleet Advisory is a renowned finance institution located on Lexington Street in the picturesque town of Weston, Massachusetts, United States. With a team of experienced financial experts, Norfleet Advisory offers a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Clients can trust Norfleet Advisory to provide personalized, strategic advice to help them achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or navigate complex financial decisions, Norfleet Advisory is dedicated to providing top-notch service and guidance every step of the way.

Meehan Financial Services is a reputable finance institution located at 1 Cranberry Hill in Lexington, Massachusetts, United States. With a team of experienced financial experts, they offer a wide range of services including investment planning, retirement planning, estate planning, and insurance solutions. Their personalized approach to financial management ensures that each client receives tailored advice and strategies to help them achieve their financial goals. Visit Meehan Financial Services today to secure your financial future.

Bickling Financial Services, located at 200 Broadway in Lynnfield, Massachusetts, is a renowned finance institution with a rich heritage of excellence. Founded in 1984 by Dorothy Bickling, one of the first women to earn the CERTIFIED FINANCIAL PLANNER® designation, the institution is dedicated to helping clients achieve financial independence. Using advanced software tools, they assist clients in optimizing retirement income and planning for future goals. Their services include helping families manage their finances to reflect personal priorities, planning for rising education costs, and simplifying the management of company 401k programs. With locations in Lexington and South Easton, Bickling Financial Services is committed to providing expert financial advice and guidance to their clients.

Bickling Financial Services, located at 45 Bristol Drive in Easton, Massachusetts, is a renowned finance institution with a legacy of excellence. Founded in 1984 by Dorothy Bickling, one of the first women to earn the CERTIFIED FINANCIAL PLANNER® designation, the institution is dedicated to helping clients achieve financial independence. With a focus on both short-term and long-term financial goals, Bickling Financial Services offers sophisticated software tools to optimize retirement income and assist with managing assets. Their services extend to helping families align their spending with personal priorities, planning for rising education costs, and simplifying the management of company 401k programs. The institution is committed to providing clients with expert financial advice and guidance to ensure a secure financial future.

Constellation Financial Strategies is a reputable finance institution located at 420 Bedford Street in Lexington, Massachusetts, United States. Our team of experienced financial experts is dedicated to providing personalized financial planning and investment services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Constellation Financial Strategies is here to help you navigate the complexities of the financial world and make informed decisions. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Terrence McManus is a reputable finance institution located at 1776 Massachusetts Avenue in Lexington, Massachusetts, United States. With a strong focus on providing top-notch financial services to its clients, Terrence McManus is known for its expertise in investment strategies, wealth management, and financial planning. The institution prides itself on its commitment to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial solutions. With a team of experienced professionals, Terrence McManus is dedicated to delivering exceptional service and building long-lasting relationships with its clients.

E. S. Schwartz and Company, Inc. is a reputable finance institution located at 450 Lexington Street in Newton, Massachusetts, United States. With a strong track record of providing expert financial services to clients, they offer a wide range of investment options and financial planning solutions. The experienced team at E. S. Schwartz and Company, Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, E. S. Schwartz and Company, Inc. is committed to providing personalized and professional guidance every step of the way.

Welcome to the Law Office of Richard J. Schoenfeld P.C. located at 73 Lexington Street in Newton, Massachusetts. As a solo legal practitioner, Richard J. Schoenfeld takes pride in providing personalized attention to both individual and business clients. With a focus on common sense problem solving, Richard offers dedicated personal attention on a wide range of legal matters. As an attorney, Richard is committed to providing the highest quality of legal representation, bringing energy, experience, and wisdom to each case. Above all, he promises honesty in everything he does. Clients can expect the personal attention and individualized representation they deserve.

Lina Klebaner Law is a prestigious law firm located at 922 Waltham Street in Lexington, Massachusetts, United States. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in a variety of practice areas, including family law, estate planning, real estate law, and more. We pride ourselves on our commitment to excellence, personalized attention to each client, and a track record of successful outcomes. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Welcome to Horstmann Law Offices, your trusted legal partner located in the heart of Newton, Massachusetts. Situated at 450 Lexington Street, our firm is dedicated to providing exceptional legal services to individuals and businesses in the community and beyond. With a commitment to integrity, professionalism, and personalized attention, Horstmann Law Offices specializes in a wide range of legal areas, ensuring comprehensive support for all your legal needs. Our experienced team of attorneys is well-versed in navigating the complexities of the legal system, offering expert guidance and representation in matters such as family law, estate planning, real estate, business law, and more. At Horstmann Law Offices, we understand that each client’s situation is unique, and we pride ourselves on crafting tailored solutions that meet your specific needs and goals.

Welcome to Lui & Frasca, your trusted legal partners located in the heart of Newton, Massachusetts. Situated at 450 Lexington Street, our firm is dedicated to providing exceptional legal services to individuals, families, and businesses within our community and beyond. At Lui & Frasca, we understand that navigating the legal landscape can be daunting. Our team of experienced attorneys is committed to offering personalized and comprehensive legal solutions tailored to meet your unique needs. Whether you're facing a complex legal challenge or simply seeking advice, we are here to guide you every step of the way.