As some Massachusetts residents get older, they choose to avoid the cold New England weather and reside in a warmer climate during part of the year. What does that mean for your estate planning? First you need to determine what your actual state of legal residency will be. Some factors used to determine residency include […] The post Estate Planning for Snowbirds appeared first on The Heritage Law Blog .
Who we are
The Heritage Law Center, LLC, offers a personal approach to estate planning and elder law to families and individuals in eastern Massachusetts. We get to know our clients and their goals, and work with them to develop plans tailored to protect them, their assets, and their families.
Estate planning shouldn’t feel difficult or scary; on the contrary, it should be comforting knowing that you’ve made the best decisions for you and your family, and your plan will be ready when you need it. Estate planning offers incredible peace of mind, and we’ll make the process as simple as possible for you. We share our expert knowledge in a way that’s easy to understand, while we offer compassionate guidance and experienced advice.
“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.
“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.
“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.