Comprehensive planning can keep nearly every aspect of your life and future safe and secure.
Without a well-written plan you lose the power to decide what happens as you age.
As individuals age, keep end-of-life issues from erasing lifetime savings.
A properly executed will is only the first step in creating an estate plan.
As independent trustees we act compassionately and without bias.
Second homes require specialized planning to ensure it stays in the family.
Choosing the structure for your business is critical in determining success.
77 Main Street
Medway, MA 02053
Needham Office (no mail):
175 Highland Avenue
Needham, MA 02494