Private Wealth Counsel advises clients with various backgrounds and income.  No matter who you are, where you're from, or what you do -- whether you're an employee, a business owner, or a retiree Private Wealth Counsel is the place to find quality, trusted estate planning advice.  Boston's surrounding areas are full of hard-working people -- most of whom are seeking a somewhat predictable retirement, while hoping to leave (or gift) a little something to their loved ones.  The professional strategies employed by our Massachusetts Estate Planning Lawyer are aimed at utilizing a wealth of estate planning tools available to enhance your estate, preserve your assets, protect your assets from the devastating costs of long term care, and minimize tax implications along the way. 

Estate Planning is not "only for the wealthy."  Most of us will get sick or will become incapacitated before we pass away.  Unfortunately, many of us will deal with memory loss as well.  What is to happen to you and your loved ones if and when this occurs?  Who will make the tough decisions?Who will review the investment portfolio?  These issues should be settled long before memory loss or other incapacity occurs.  Further, simple estate planning tools allow families to transfer wealth without involving the Massachusetts Probate process. 

Nonetheless, a large portion of people owning a home in eastern Massachusetts will face Massachusetts estate taxes -- taxes that are often avoidable with proper planning.  There's more (much more) to estate planning than creating a will.  Although often not understood by the general public, the use of trusts in estate planning can act as a magic wand -- literally changing the laws applicable to you and your family.  A trust can be used to protect your assets, reduce your taxable estate, plan for possible incapacity or disability, maximize retirement distribution plans, avoid probate altogether, or even qualify for government benefits.  These are merely a few examples of the benefits of creating a trust.

About

Find out about our history, strategies, and services.

Learn More →

Schedule a consultation

Ready to take the first step toward protecting and enhancing your family's wealth? Schedule a consultation.

Find Out How →