Boston Legacy Planning

RESOURCES

Boston Legacy Planning LLC is committed to providing the education that business owners and families need to do effective estate planning.  The educational tools we use include:

  • Regular monthly classes on estate planning and business transition planning.  Registration for these classes is available on the Home Page. Just click on Schedule a Class.
  • Specialty classes on topics like probate, dispute resolution, and asset protection.  For more information about these classes, call 617-624-3350.
  • Classes for members of the Legacy Planners Network™ to teach family members how to serve effectively as trustees, personal representatives, and agents.  Registration for these classes is available on the Clients Area.
  • A Frequently Asked Questions Page.
  • White papers on legal-technical issues can be found in the Advisor Area.
  • Downloads of planning tools for families and business owners.
  • A blog on legacy planning, estate planning and business transition planning.
  • Website content on estate planning, business exit planning, dispute avoidance and settlement – available through the Practice Areas tab on the website menu.
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