Estate Planning

Serving Boston, Hingham, Beverly, Waltham, MA

The Legacy you want. the plan you need

Working collaboratively with our team of professional attorneys, we help you create a comprehensive legacy plan that keeps your money working for you.

Your Financial Confidence Plan helps you:

Protect wealth from unnecessary costs at death
Reduce taxes and fees associated with an estate transition
Prevent probate
Ensure heirs receive what was intended through proper beneficiary designations, probate protection and tax-reduction strategies
Cover final expenses and leave a legacy through life insurance
Facilitate legal documents such as trusts, living trusts, powers of attorney and more.

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Estate Planning

The Legacy you want. the plan you need

Your Financial Confidence Plan helps you:

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