The Heritage Law Center, located in Woburn, Massachusetts, offers a personal approach to estate planning and elder law. We get to know our clients and their goals, and work with them to develop plans tailored to protect their assets and families. We share our expert knowledge in a way that is easy to understand, so clients can make the right choices for their situations.
The result is an estate plan that gives them peace of mind. The Heritage Law Center provides a personalized approach to estate planning to residents of eastern Massachusetts. Asset protection planning involves making informed decisions today to protect yourself, your family, and your hard-earned assets from loss.
The result is an estate plan that gives them peace of mind. The Heritage Law Center provides a personalized approach to estate planning to residents of eastern Massachusetts. Asset protection planning involves making informed decisions today to protect yourself, your family, and your hard-earned assets from loss.
Services
About Us
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As a Massachusetts estate planning firm, we offer a truly personal approach to estate planning and elder law. There's no "one-size-fits-all" solution to estate planning. Each family has unique goals, and therefore unique plans are needed to achieve those goals. So, we take the time to get to know each client and then create plans tailored to protect them, their assets, and their families.
Our Team
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Kelly's interest in estate planning came from her personal experience with her mother who was diagnosed with Alzheimer's. When her mom became unable to care for herself, Kelly found that her mother had no estate plan in place. Kelly got a crash course on what it was like to be ill-prepared for the unexpected.
Planning for Minor Children
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If you're a parent of children who are counting on you, your estate plan must begin with ensuring your children will always be taken care of by the people you want, in the way you want, no matter what happens. At the Heritage Law Center, one of our areas of greatest expertise is in planning for the well-being and care of the children you love.
Wills
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Your will, also known as your Last Will and Testament, has several important purposes and is a basic estate planning document. At The Heritage Law Center in eastern Massachusetts, our estate planning team routinely drafts and reviews wills for our clients. Because of the complexities of inheritance and the costs and delays associated with probate, we also use other planning tools, like trusts, to protect your assets and handle special situations.
Trusts
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Trusts play a vital role in estate planning and the talented team at The Heritage Law Center in eastern Massachusetts is ready to create a wide array of trusts to serve important purposes for you and your family. A trust holds legal title to property for the benefit of another person ("beneficiary").
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