Financial planning and Estate planning both have extremely important, and sometimes interconnected, functions. Both are also highly specialized in nature, requiring you to find the right partner to work with in each area. Both the attorney and financial planner need to understand the basics of the other professional’s area of practice and be willing to […] The post Financial Planning vs. Estate Planning appeared first on The Heritage Law Blog .
Who we are
The Heritage Law Center is a boutique estate planning and elder law firm serving families throughout eastern Massachusetts.
Our focus is on providing private clients with compassionate care and straight forward solutions to their concerns. We believe that each engagement is an opportunity to develop lifelong relationships with our clients, who we provide with unparalleled service and access.
What makes our firm different is that we were built with the needs of families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you.
I hired Matt Karr to adjust my present will which contains two trusts. I found him friendly and able to offer suggestions concerning my present trusts and to inform me about some new steps I could take for my heirs to handle probation of the will.
Matt was friendly, knowledgeable, and easy to talk to. He answered every question (and we had many) to our total satisfaction. In the end we received an Estate Planning Portfolio containing everything we needed to put our minds at rest for whatever the future holds.
We researched estate planning and interviewed other attorneys specializing in the field. Matt Karr identified our particular planning needs and exceeded our expectations in meeting them. He is always available and we feel confident in the documents he produced. Choosing Matt made a complicated process much less so.
Mr. Karr understood my need to have a consult regarding an old will. He presented me, in a timely manner, with excellent information and recommendations. I am grateful and will hire Mr. Karr again.