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.
Estate Planning for Human Beings ™
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