Helping families find solutions to estate, long-term care and special needs challenges.

ESTATE PLANNING BOOK

Do you have estate planning questions? If so, read Get Your Ducks in a Row.

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WHY CHOOSE US?

"Your services were the best investment I ever made." - Terry Burks 

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HOW CAN WE HELP?

Ask us questions or tell us about your situation and goals.

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Testimonials

“My husband and I wish to thank you sincerely for your expertise...”

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Locations

WELLESLEY

781.705.6400

Mailing Address: 100 William Street, Suite 220 Wellesley, MA 02481

 

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