You’ve worked hard for the assets you have.

So, why wouldn’t you take the extra step of protecting them for future generations? At Monteforte Law, P.C., we specialize in estate plans for individuals, families, and business owners and in helping retirees with Trusts, Medicaid planning, and protecting assets from long-term care costs. Learn more about our services below.

Wills, Trusts, & Estate PlanningWills, Trusts, & Estate Planning

In Massachusetts, everyone needs to have a Will. It’s just that simple. Without a Will, you are leaving a mess for your family, including months to even years of waiting for distributions, additional probate costs, susceptibility to creditors’ claims, estate taxes, and more. A proper estate plan is a must, especially for people with families and young children.

Do you need to consider tools other than a Last Will and Testament to protect your assets? Our attorneys, will discuss all of your options with you and guide you in selecting the estate planning tools that will best help you meet your goals. Get the peace of mind you deserve and protect your hard-earned assets for the next generation with an estate plan from Monteforte Law, P.C.

Estate Planning for VeteransEstate Planning for Veterans

We have great respect for the veterans that have served our country. So much so, that we wanted to be able to assist veterans with their planning needs, even though veteran’s planning is different from planning for other people. Attorney Monteforte is accredited by the VA to assist veterans in the preparation, presentation, and prosecution of a claim for VA benefits. This accreditation process exists to ensure that Veterans and their family members receive appropriate representation on their VA benefits claims. Accredited lawyers are in the best position to know the ins and outs of VA benefits planning.

Elder Law & Long-Term Care PlanningElder Law & Long-Term Care Planning

Elder law is a very challenging and specialized field. The rules are constantly changing, making the laws even more difficult to navigate. Legal advice and legal documents have to change with the times and creating effective estate plans and Medicaid plans hinge on one’s ability to think critically, be imaginative, and problem-solve.

There are many times when we see clients getting ready to enter a family member into nursing home care, and we tell them they should have come to see us five years ago! Let us help you plan for the future before it’s too late. We will take a look at a variety of options for you, including estate planning, protection of assets, irrevocable living Trusts, and Medicaid planning and applications. Contact Monteforte Law, P.C. today.

Medicaid MassHealth Applications & RenewalsMedicaid MassHealth Applications & Renewals

Medicaid MassHealth Applications: Don't try to go it alone. An application for Long-Term Care benefits through MassHealth is technical, cumbersome, and time-consuming. Do NOT try to tackle it yourself, or the result can be disastrous. We can help.

Guardianship and ConservatorshipGuardianship and Conservatorship

To succeed in becoming someone's guardianship and conservatorship, you need a specialist by your side. Time and time again we have seen clients try to do it themselves, only to have their petitions denied by the court. Now they are back at square one and have lost a lot of time and money. 

Let us do it correctly for you, the first time.

Wealth PreservationWealth Preservation

Clients who need wealth preservation are those who have acquired a certain degree of, well, wealth. Our firm focuses on higher net worth individuals because they are the ones that benefit most from our unique and customized services. The clients that can derive the most benefit from our recommendations and panning tools are clients that have amassed a certain level of wealth and assets. That level of assets brings unique challenges, like estate taxes and gifting to the next generation. We are one of the most sought-after firms in Massachusetts because we are best in class at meeting those challenges.

Touchless Legal ServicesTouchless Legal Services

How does Touchless Legal Services work?

Touchless Legal Services is a way to virtually connect you to the legal help you need. 

By providing virtual assistance through video conferencing, we can now consult with clients who are located in different cities, or just want to stay home!

At Monteforte Law, P.C. you can connect with Attorney Michael Monteforte via Zoom or other video conferencing services, regardless of where you are located in Massachusetts! 

Whether you choose to stay home or come in, we are here to assist in all your Estate Planning and Elder Law needs!

Community InvolvementCommunity Involvement

Monteforte Law believes in giving back. Our community means a lot to us, so we donate to multiple organizations within it. We support students, through our high school scholarship program and we support seniors through our efforts with multiple senior centers. We also support local youth organizations and youth sports, including dance, field hockey, and baseball. We often volunteer at our local library and donate to multiple organizations including Save the Manatees Club, Leukemia and Lymphoma Society, multiple chambers of commerce and their events, and Protect The Game.

Strategic Planning SessionStrategic Planning Session

Our Strategic Planning Session is the initial step to get any of your work done with us! Read more to learn about how it benefits you.