If you’re like most people, you have a vision of what you want to happen so things go smoothly for the people you leave behind. Our job is to help you sharpen that vision, understand your options, implement your decisions, and keep your plan up to date. That’s a plan that “works”.
Learn moreIf you own a business, that’s your most significant asset. Planning for what happens to it if you sell, or if you retire or die, takes time, effort and preparation. We can help you design and implement your “Blue Print” for a smooth transition for your business.
Learn moreEstate settlement is all about implementing the smooth transition you have prepared for with your estate plan. If your team of “helpers” knows what to do, how to do it and how to pay for it, settling your estate can go as smoothly as you hope.
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“Our cohesive, personable service team at Heritage Design Law LLC in Newton, Massachusetts, provides a holistic approach to estate, business and legacy planning. We thrive on helping our clients make sound, educated decisions and create trust-based plans that work — and then maintaining those plans through optimal, timely adjustments in the future.”
Experienced in advanced planning techniques and strategies
Personalized counselling focused on you, your loved ones, and your vision of how things should go smoothly for them is the first key to a successful estate plan
Experienced Estate Planning Counsellor with a program to keep estate plans up to date and plans that work
