Serving the State of Massachusetts:

Counties

  • Barnstable

  • Berkshire

  • Bristol

  • Dukes

  • Essex

  • Franklin

  • Hampden

  • Hampshire

  • Middlesex

  • Nantucket

  • Norfolk

  • Plymouth

  • Suffolk

  • Worcester

Cities

  • Boston

  • Worcester

  • Springfield

  • Cambridge

  • Lowell

  • Quincy

  • New Bedford

  • Fall River

  • Somerville

  • Pittsfield

Urban and High-Density Areas

  • Complex asset management: Residents may have high-value real estate or a mix of assets requiring strategic estate planning.

  • Business succession planning: These counties include Maine's larger cities (e.g., Portland) and are hubs for businesses that need succession and inheritance planning.

  • Guardianship provisions: Many suburban families may need legal assistance with establishing guardianship for minor children in their wills.

Strong Community Ties and Small Businesses

  • Business ownership and succession: Small business owners in these counties may need estate attorneys to create plans for passing down or selling their business.

  • Asset protection: Families with accumulated wealth through real estate or small businesses need tailored estate plans to protect assets for future generations.

  • Family-focused estate planning: Families in tight-knit communities might need wills and trusts to ensure assets stay within the family and avoid conflicts.

Coastal and Tourism-Driven Areas

  • Vacation homes and second properties: Residents often own coastal or vacation properties, which need careful planning for inheritance and tax considerations.

  • Estate tax planning: Waterfront properties can have significant value, creating potential estate tax liabilities that require specialized planning.

  • Charitable giving: People in these scenic and community-oriented areas might want to create trusts or endowments for environmental and community causes.

Aging Populations

  • Long-term care and Medicaid planning: Residents may need assistance protecting their assets while qualifying for long-term care.

  • Healthcare directives and living wills: Older residents often require help creating durable powers of attorney and living wills for medical decisions.

  • Avoiding probate: Estate attorneys can help set up trusts to minimize probate delays and associated costs for heirs.

Fishing, Forestry, and Agriculture

  • Preserving family businesses: Many residents rely on fisheries, forestry, or farming, and estate planning helps ensure these businesses are passed down smoothly.

  • Shared land and ownership complexities: Family-owned businesses or shared properties often need legal help to establish clear inheritance or usage rights.

  • Environmental trusts: People with significant land holdings in ecologically sensitive areas may want to establish trusts to protect the environment.

Large Rural Areas and Farmland

  • Land inheritance and management: Families may need legal support for passing down large tracts of farmland or family-owned timberland, ensuring land use continuity and resolving potential title disputes.

  • Heir property issues: These areas can see disputes over land passed through generations, requiring estate attorneys for clear legal titles.

  • Tax planning for valuable land: As land prices rise, estate attorneys help residents strategize to avoid large estate taxes.