Recent Articles

Attorney Karr quoted in Boston Globe article

Recently, Attorney Karr was quoted in a Boston Globe article about how an increasing number of parents are choosing to distribute their wealth unequally: “If two children have very different levels of financial security, parents may choose to leave more to the one who is less secure,” said Matthew Karr, founder of the Heritage Law Center, an estate planning and elder law firm in Woburn. “Or, if one child doesn’t have a house, they might leave that child their house, and leave the other child money that may or may … [Read More...]

Recap: Seminar for Senior Citizens (and the people who love them) at the Hamilton Council on Aging

A chilly rain did not deter attendees on Thursday, November 12, from attending attorney Matthew Karr’s seminar for senior citizens and the people who love them. During this free event held at the Hamilton Council on Aging at 299 Bay Road, Mr. Karr described what happens when families don’t plan for the worst, with the goal of empowering seniors to take charge and ensure that their goals and decisions are respected and their assets protected. Specifically, Karr spoke to how to ensure that decisions regarding … [Read More...]

A Special Offer from The Heritage Law Center for US Veterans

They’ve taken care of our country. They’ve taken care of their families. Now it’s our turn to take care of our United States Veterans with a special offer: Any veteran (or spouse of a veteran) who signs up for an ESTATE PLAN prior to January 1, 2016 will receive $500 OFF their plan. Just our small way of saying thank you for your service.   … [Read More...]

November News and a Special Thanksgiving Offer from The Heritage Law Center

It’s no secret in my family that Thanksgiving is my favorite holiday.  Yes, I love Fall, football, and turkey with all the fixings. But I also love the reflective time we get bringing family together and celebrating each other and our own good fortune. It’s always a good time to check in with loved ones near and far and think about how you can help each achieve a life to be thankful for. I have so much to be thankful for—not the least of which is being able to serve the North Shore. As my way of giving back … [Read More...]

Wealth & Well-Being Consultation: Our October Offer Just For You!

You’ve worked HARD to get where you are. But are you leaving your family's future to chance? Research shows that at least 70% of people over age 65 will need long-term care services and support at some point in their lifetime. Massachusetts’s long-term care costs currently average over $10,000 per month. With these numbers, failing to plan truly is preparing to fail. Whether your family is facing long-term care choices now or smartly preparing for future success, we will help you craft an effective … [Read More...]

It’s National Estate Planning Awareness Week and We Want to Hear From You!

Did you know that October 19th-25th is National Estate Planning Awareness Week? Estate planning is a key element to financial wellness. Unfortunately it is often overlooked. We want to hear from you this week. We want to know what your concerns are regarding estate planning and so we’re going to post a survey and some questions throughout the week to find out how we, as members of the estate planning community, can better help you plan for your future. Please take a few moments to fill out our … [Read More...]

Options for Charitable Estate Planning

Childless seniors are more likely to leave money and assets to charity after they die than any other group. If you fit into that category and are wondering what to do with your charitable planning, here are a THREE ways to give back: ESTABLISH A TRUST: a charity (or charities) can be the beneficiary of either a revocable or irrevocable trust. You stay in control during life while leaving a charitable donation that can be managed the way you want without involving the probate court. CHOOSE A CHARITABLE LEAD … [Read More...]

What Famous People Left Behind

Have you ever wondered what Paul Revere left his grandchildren in his will? Thanks to’s US Probate and Wills Collection, there are now millions pages of estate documents online for members to peruse. Here are just a few of the items famous people left their loved (or not-so-loved) ones: Paul Revere left one grandchild $1, while leaving all of the others $500 Secretary of State, Daniel Webster left one grandson a snuffbox George Pullman, the railroad mogul, left his daughter an island, while … [Read More...]

Your Children May Be at Risk Even If You Have a Will

With back-to-school on everyone’s mind, the protection of our children when we are not close by is on everyone’s mind. But did you know that 70% of parents have never taken any action to legally protect their minor children if anything happens to them? And of the 30% of whom have, most have made at least one of the following six common mistakes: Named a couple to act as guardians and you haven’t said what should happen if the couple broke up or one of the partners in the couple died. Only named one possible … [Read More...]

Our September Back-to-School Offer for You

If you have minor children and own your home, then this will be the most important Back-to-School preparation you do all year. Did you know that if you’re in an accident, your kids could be taken into protective custody until the police can figure out who has legal authority to take them, even if you’ve named legal guardians for them in your will? That’s because the people who spend time with your kids don’t have that authority automatically. To make sure your kids are not taken into the care of strangers, … [Read More...]