"How can we reduce taxes and fees, while protecting our family?"

Proper estate planning is the best way to provide your family with security and peace of mind. Not only can it ensure your financial legacy is preserved and shared the way you see fit, it can also document your choices for medical care and end-of-life services and help your loved ones avoid having to navigate through a legal mess while dealing with emotionally trying circumstances.

Image not available

"If I need in-home or nursing home care, will I lose everything?"

We can help you maximize your legal strategies to protect your assets as well as your quality of life, while saving your family significant money. We also will help you through the burdensome and often confusing application process for MassHealth benefits. Properly completing this time-sensitive application is crucial to obtaining MassHealth benefits.

Image not available

"If tragedy struck, who would care for my children?"

If you are a parent of children who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens. At the Heritage Law Center, one of our areas of greatest expertise is in planning for the well-being and care of the children you love.

Request a free consultation

Fill out the form below to receive a free and confidential initial consultation.

Massachusetts
Estate Planning
Essentials

Learn the basics of Massachusetts estate planning including how to plan with trusts, avoid estate taxes and probate, and protect your family.

Start Planning

MassHealth Planning and Asset Protection

Learn how to qualify for long-term care benefits while protecting your legacy, the care options available and other asset protection strategies.

Start Learning

6 Common Mistakes Most Parents Make When Naming Guardians

Learn to identify and avoid 6 Common Mistakes parents make when naming guardians for their children.

Get your free report

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.

Contact us for a free evaluation to see how we can help!

Eliminate taxes, fees and expenses to the greatest extent possible.

Latest Articles

Our Attorney

A Touching Memorial from One of March Madness’ Greatest

It’s no secret that I’m a huge fan of March Madness, the annual college basketball tournament, but rarely does that passion overlap with my estate planning practice. Not so this year as Dean Smith, the legendary North Carolina University basketball coach, used his estate plan to leave a legacy as admirable as his on-court success. […]

Reasons to Establish a Trust (and Being Rich Isn’t One of Them)

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate planning tool for many people with a wide range of incomes who want to accomplish a specific purpose with their money. Simply put, a trust […]

No One Feeling Good About Continuing Battle Over James Brown Estate

James Brown was known for his signature song, “I Feel Good,” but no one is feeling good about the battle that is still being waged over his estate almost a decade after his death in 2006. The majority of Brown’s estate – estimated to be in the tens of millions of dollars – was distributed […]

MattKarr_Final-WEB-1Matthew G. Karr, Esq.

I began my career at a big law firm in downtown Boston. However, almost immediately I realized that the practice of law in a traditional setting was not how I had envisioned it. I went to law school wanting to come out and make a difference in people’s lives, but in reality, practice in a law firm was usually cold and transactional. Estate planning is something that affects every area of your life – you, your assets, your family and all of those things will change many times before your death. Not to mention, we know the law will change many times. Your plan has to keep up with those changes.  [read more..]

Practice Areas

Estate Planning

Proper estate planning is the best way to provide your family with security and peace of mind. Not only can it ensure your financial legacy is preserved and shared the way you see fit, it can also document your choices for medical care and end-of-life services and help your loved ones avoid having to navigate through a legal mess while dealing with emotionally trying circumstances.

Estate planning at the Heritage Law Center is not one size fits all for everyone. We offer various levels of planning to suit your specific needs.   [learn more...]

Asset Protection

At the Heritage Law Center we understand that you’ve worked hard to get where you are. Whether you have already achieved your financial goals or want to ensure the progress you have achieved remains a solid foundation for future growth, you need the peace of mind that comes from knowing your assets are protected now and in the future. This is especially true in times of economic hardship.

We believe that you should enjoy the fruit of your labor to the fullest extent possible.   [learn more...]

Kids' Protection Planning

Having A Will Simply Does Not Ensure the Care of Your Kids If the Unthinkable Happens!

If you are a parent of children who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.

At the Heritage Law Center, one of our areas of greatest expertise is in planning for the well-being and care of the children you love.  [learn more...]

True Legacy Creation

After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift. Through our unique legacy process, you can give your loved ones the most precious gift – a lasting expression of your love. What could be more valuable?

At the Heritage Law Center we believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what’s important to you – your values, insights, stories and experience..   [learn more...]

MassHealth Planning

According to U.S. News and World Report, the cost of a semi-private room in a nursing facility rose 3.5 percent in 2010 to an average of $205 a day ($74,825 a year). The cost of a private room increased by 4.6 percent this year to an average of $229 a day ($83.585 a year). Massachusetts costs are often even higher than these national averages. For most people, these costs are simply not manageable and would result in a family literally going broke in a matter of years...   [learn more...]

VIP Membership Programs

Our Family Wealth VIP Membership programs are part of what set us apart and allow us to care for you and your family throughout all life’s stages.

At most estate planning law firms the relationship ends when you sign your documents. At the Heritage Law Center we see the signing your estate planning documents as the beginning of our relationship with your family.   [learn more...]

Probate

When a loved one passes away without an estate plan, or with only a simple will, their families must put their estate through a process called “probate.”

Massachusetts probate is a court-managed proceeding where a Will can be verified and assets distributed according to the will or the law of intestacy if there was no Will. While our estate planning practice focuses on helping clients avoid this process by utilizing techniques such as living trusts, the majority of estates without such preplanning will have to go through probate.

We are often asked to help guide families through this process and most of those families later choose to do comprehensive planning with our law firm after having gone through the probate process on behalf of a loved one.    [learn more...]

How Can We Assist You?

Fill out the form below to receive a free and confidential initial consultation.