
CALL US AT (508) 803-1333
Providing Peace of Mind for
Your Family, Business, and Estate.

Who needs an estate plan?
“Estate planning is not just for the wealthy.”
​
The need to establish an estate plan has nothing to do with your gender, age, marital status, or economic standing. If you are a person over the age of 18 and have an interest in protecting your children, protecting yourself during potential incapacity, and/or ensuring that your assets pass to the right people or charitable organizations, then you have a vested interest in setting up an estate plan. Unfortunately, estate planning does not provide a “one size fits all” model. Rather, your unique circumstances require unique planning strategies. Here are some frequently encountered families and individuals who establish an estate plan:
​