The Client Journey
Every estate planning engagement begins with the questions: "Where are you right now, and where do you need to be?" The answer looks different at every stage of life, and so does the work. We have structured our practice to serve clients across the full arc: from the first estate plan to the final settlement, and every update, gift plan, and trust administration matter in between. Wherever you are in that journey, we bring the same standard of care, tax-sensitive thinking, and long-term commitment.
Our Estate Planning Ethos
Estate planning is not something you finish. It is something you maintain, and when the time comes, something your family will need help carrying out. We are here for all of it: every update, every transition, and every stage in between. That is the practice we have built, and the commitment we bring to every client we work with.
Tailored Advice
Every client's needs are distinct. To ensure you receive tailored counsel to meet your estate and tax planning needs, our practice is structured across distinct engagement tiers:
Core Foundational Services
Designed for clients and families seeking streamlined estate planning focused on putting the right fiduciaries in place and minimizing the risk of probate. The foundational estate planning for our “Core Clients” is developed to endure until their next milestone, such as children graduating from college or the client's retirement.
Strategic Foundational Services
Tailored for clients and families with established wealth who wish to develop strategic revocable trust structures to take advantage of Massachusetts estate tax exemption planning, asset protection for their beneficiaries, planning for beneficiaries with special needs, testamentary charitable giving, and/or planning for multi-generational personal real estate. For many of our “Strategic Clients,” the tax and personal goals of the estate plan are met through a solid foundational estate plan that is reviewed and updated over their lifetimes. However, unexpected accessions of wealth or complicated family dynamics may result in these clients also needing advanced estate & tax planning.
Keystone Advisor Services
Comprehensive, sophisticated estate and tax planning and ongoing advisory services for individuals and families with complex asset structures, coordination of income and transfer tax planning, privately-held business interests, sensitive family dynamics, and/or multi-generational wealth preservation objectives. Our “Keystone Clients” engage us to provide both foundational estate planning and advanced estate & tax planning advice, and we serve as their legal advisors over their lifetimes and for the next generation.