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

ESTATE PLANNING BOOK UPDATED

Do you have estate planning questions? If so, read Get Your Ducks in a Row updated to include the SECURE Act.

Learn More »

WHY CHOOSE US?

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

 

Read more »

HOW CAN WE HELP?

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

 

Tell us »

Testimonials

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

Read more »

Locations

WELLESLEY

781.705.6400

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

 

From the Blog