Boston Legacy Planning

Planning for Life's Transitions

Boston Legacy Planning LLC is a law firm focusing on estate planning and business transition planning, and on avoiding and resolving related disputes.

We are conveniently located at 275 Grove St., Suite 2-400 in Newton, just off Route 128, within minutes of Needham, Wellesley, Dover, Westwood, Brookline and Boston. We  also offer online meetings.

Legacy Planning

When a probate or trust settlement takes too long, costs too much, causes needless tension and anxiety, or results in too little money in the family’s hands, and too much in the hands of creditors, predators or the IRS, the cause is usually a human problem, not a legal problem. Most estate planning problems have a legacy solution.

It is our hope that this website will help you learn more about the firm, the problems we solve, the people we help, and how we do it. We offer a variety of ways to learn more, including free online classes, a blog, a Frequently Asked Questions page, and downloads of useful estate planning and business exit planning tools and information on our Resources page.

Why Most Estate Plans Don't Work

The Probate Courts are full of estate plans gone wrong. People failing to leave a will, or failing to safeguard it. People inadvertently or recklessly starting fights that tear the family apart. Business owners trying desperately to keep their partner’s widow out of the business. Widows who want to be. . . Read More

What is Legacy Planning?

Legacy Planning is: Estate Planning for Human Beings™

  • Much of what passes for estate planning is really planning for the money; Legacy Planning is planning for the people.
  • Legacy Planning addresses personal goals, not just financial goals.
  • Legacy Planning takes into account that the plan will be carried out by … Read More

Escaping the Business Trap

Many small business owners, if they can find the time to look up from the daily rush of running the business, will see that: A significant part of their wealth is invested in the business They expect the business to fund their retirement They don’t know how much they need … Read More

Testimonials

Bill Coyne is a unique attorney in that he always seems to have time if we have questions or need his advice. He is intelligent and so patient about explaining all the details of the sometimes very confusing areas of the law that we need explained to us. Bill is a person of true integrity. We have complete trust in what he tells us and does on our behalf. We know we are in good hands. It's a very safe feeling.
Chris W
Client
As a new trust beneficiary, I needed to get a handle on what my rights were. Bill navigated though a complex trust and, in a single phone call, helped me understand not only what I could take from the trust, but why there were advantages in not taking distributions. He gave me insights on pros and cons of becoming my own trustee. He suggested a strategy to diversify trust assets, something I was very concerned about. Finally, he picked up on powerful family dynamics at play, suggesting ways I might approach delicate issues. In short, the takeaways and action steps I got in a single consultation can affect my family’s future in significant ways.
“I wholeheartedly recommend Bill Coyne for any business owner seeking expert advice and guidance. His in-depth knowledge and personalized approach helped to simplify complex legal as they relate to my business. He patiently listened as I asked questions and provided answers that were thorough and easily understood. I will definitely seek his help in the future.”
Jim C.
Business Owner
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