
Estate Planning for High-Net-Worth Individuals in Massachusetts
Everybody wants to protect the assets they have. After all, we’ve all worked very hard for them. As a high-net-worth individual, if you don’t protect
Important COVID-19 Update: We offer free consultations via phone, video, or in-person. Here’s information about our process during this time.
Everybody wants to protect the assets they have. After all, we’ve all worked very hard for them. As a high-net-worth individual, if you don’t protect
When you’re doing your estate planning, one important item to think about is at what age your children should receive the money and property you’ve
A trust is a legal document that can take legal title to your assets, like investments, bank accounts, real estate, vehicles, and valuable personal property.
When a loved one passes away and has left a will, their estate must go through a court-managed proceeding called probate where the will is
Sometimes people put their homes into a trust as part of their overall estate plan, which can be a great tactic for many reasons. However,
It’s estimated that 70% of people over the age of 65 will require some type of long-term care services during their lifetime. That could mean
The Massachusetts estate tax exemption is $1M. When you die, if your estate is valued at $1M or under, you pay no estate tax. If
There’s a great feeling of satisfaction that comes with giving. Being able to help your loved ones through major life events and financial transitions can
Estate planning attorneys often receive calls from potential clients requesting how much a simple Will costs. What they do not know is that a simple
If you have minor children and own your home, then this will be the most important Back-to-School preparation you do all year. Did you know
Schedule an Available Time to Speak With an Attorney at The Heritage Law Center
400 Trade Center Dr., Suite 7810
Woburn, MA 01801
Monday – Friday: 9am-5pm
Saturday/Sunday: CLOSED