617-720-6040

We assist individuals in structuring their asset ownership to maximize the enjoyment of their wealth during lifetime, while maintaining control over their property and their person in the event of disability due to age or accident. Equally important, we help clients transition their property to a surviving spouse, family members, friends, charities, or a combination thereof, with a view towards minimization of taxes and expenses of estate administration. Education is an important element of our work, and we do our utmost in helping our clients understand each and every document they sign, be it a trust, last will and testament, durable power of attorney, or health care proxy. To assist in the education process, we provide explanations of all documents, and include charts and other tools to facilitate comprehension.