Burlington, MA • Estate Planning Attorney
Protect What Burlington Has Built.
Burlington families and business owners have worked hard to build something real — careers, businesses, homes, retirement savings. A well-crafted estate plan makes sure that work isn’t undone by taxes, long-term care costs, or a plan that was never built to last. Our Woburn office is minutes away.
Common estate planning gaps
Does Your Plan Cover All of This?
Most Burlington families have some estate planning in place. The real question is whether it’s actually protecting them. Here’s what we see missing most often.
-
❌
Protection against Massachusetts estate taxes — MA taxes estates over $2M, and home values, retirement accounts, and life insurance all count toward that threshold.
-
❌
Long-term care asset protection — At $132K/yr, a nursing home can drain a lifetime of savings in just a few years. Without the right trust, even a will won’t protect you.
-
❌
A plan updated in the last 3–5 years — Tax laws, family situations, and assets change constantly. An outdated plan can be worse than no plan at all.
-
❌
Business succession strategy — Business owners need more than a will. Without succession planning, both your business value and personal assets may be at risk simultaneously.
-
❌
Probate avoidance for your heirs — Massachusetts probate can stretch 1–2 years and becomes public record. A properly funded trust avoids it entirely.
If Any of These Are Missing, It’s Time to Call.
A free 15-minute consult call with our intake coordinator is all it takes to find out exactly where your plan stands — and what it’s missing. No pressure. No obligation.
📞 Call (978) 657-7437 📅 Book a Free Consult Call“A plan that sits in a drawer isn’t a plan — it’s a false sense of security. Burlington families have too much at stake for that.”— Michael Monteforte, Jr., Attorney & CEO
What we do for Burlington families
Comprehensive Estate Planning Services
We specialize exclusively in estate planning, elder law, and wealth preservation. That focus means Burlington families get deep expertise — not a generalist attorney doing their best.
Wills, Trusts & Comprehensive Estate Plans
We build estate plans that go beyond documents — coordinated strategies that actually protect your family when it counts. Every plan is tailored to your assets, your family, and your goals.
- Last will & testament
- Revocable living trusts
- Irrevocable trusts for asset protection
- Healthcare proxies & HIPAA authorizations
- Durable powers of attorney
Elder Law & Long-Term Care Planning
Massachusetts nursing home costs average $132,000 per year. Elder law planning protects your home, savings, and assets — even if long-term care becomes necessary. We help Burlington families plan ahead before a crisis forces their hand.
- MassHealth (Medicaid) planning & applications
- Irrevocable Medicaid Asset Protection Trusts
- Long-term care asset protection
- Guardianship & conservatorship
- Veterans benefits planning (VA-accredited)
Wealth Preservation & Estate Tax Planning
Massachusetts taxes estates over $2 million — and for many Burlington families, that threshold is closer than they think. We build strategies to minimize taxes and maximize what passes to the next generation.
- Massachusetts estate tax planning
- 20/20 Hindsight Trust™ — Monteforte Law exclusive
- Irrevocable life insurance trusts (ILITs)
- Retirement & investment account protection
- Charitable giving & legacy planning
Probate & Estate Administration
Massachusetts probate can take 1–2 years and becomes public record. We help families avoid it entirely through proper trust planning — and guide those who must navigate it through every step.
- Probate court representation
- Estate administration & asset transfer
- Probate avoidance through trust funding
- Out-of-state property planning
For Burlington business owners & executives
Your Business Is Part of Your Estate. Is It Protected?
Burlington’s Route 128 corridor is home to executives, entrepreneurs, and business owners who have built real value — both in their companies and in their personal lives. Without a business succession plan that’s integrated with your estate plan, all of that value is at risk.
At Monteforte Law, we help Burlington business owners make sure their estate plan covers every dimension of what they’ve built — not just personal assets, but the business itself, key relationships, and what happens next.
📞 Talk to an Attorney TodayBusiness Succession Planning
Plan who takes over, when, and how — so your business continues and your family is protected, no matter what happens to you.
Buy-Sell Agreement Coordination
Your buy-sell agreement needs to align with your estate plan. We make sure both are working together — not creating conflicts down the road.
Business Owner Asset Protection
Separate your business liabilities from personal assets with the right legal structure — built before a problem arises, not after.
Family & Key Person Transition Planning
Whether you’re passing the business to family or a partner, we build a plan for a smooth, tax-efficient transition everyone can count on.