OUR SERVICES
(Please click the link for further information regarding each service.)

ESTATE PLANNING - We create custom estate plans for individuals and families that are designed to further their unique personal and financial goals.

ESTATE ADMINISTRATION – We provide assistance to clients throughout the entire process of the administration of an estate, including the preparation and filing of Federal and Massachusetts Estate Tax Returns, the completion of the probate process, and service as fiduciaries as required.

EXECUTOR SERVICES – Upon request, our attorneys may serve in the role of Executor or Co-Executor of an individual’s estate.

TRUST ADMINISTRATION – With the support of Monument Group Fiduciaries, LLC, our attorneys may serve in a role as counsel to the trustees, as trustees or as co-trustees.

BUSINESS PLANNING – We provide advice and counsel regarding all aspects of business law, including the choice of business entity, the creation of business documents, ownership and financing issues, and the transfer of closely held businesses.

WEALTH STRATEGIES DESIGN – We work with high net worth families to create a four step process to minimize the effect of estate taxes through the evaluation, design, implementation, and monitoring of individualized Wealth Strategies Designs.

CHARITABLE PLANNING – We create uniquely designed plans to facilitate both lifetime and estate charitable giving, through the use of such vehicles as Charitable Lead Trusts, Charitable Remainder Trusts, Support Organizations and Private Foundations.