- Five Star Investment Professional award winner 2012-2013, 2017
- Certified Personal Family Lawyer®
- 26 Years of Experience
Estate planning for families with children
Family Wealth Planning
Short and long-term Guardianship
One of only a handful of Personal Family Lawyers® in MA, certified by the Family Wealth Planning Institute, a national organization dedicated to providing affordable access to a lifetime attorney relationship. PFLs give clients the same accessibility to a lawyer as was previously only available to people like Bill Gates, Warren Buffet, and Sam Walton. Clients get the guidance they need to build and maintain a lifetime wealth management plan.
Unique Kids Protection Planning® is not just about the long-term care of your kids or transferring your financial assets and personal belongings, but also about capturing and transferring valuable intangible gifts: who you are and what’s important to you – your values, insights, stories and experience.
Flat rate, up-front fee structure. Never an up-charge for questions and absolutely no “telephone tag.” Complimentary plan reviews every three years.