Estate planning isn’t just about documents. It’s about protecting your family, preserving what you’ve built, and making sure your wishes are carried out. That’s why our Strategic Planning Session (SPS) is the first step in building a plan that works for you.
Why families hire us:
- Specialized estate planning and elder law: This is all we do, every day. With over 50 years of combined experience, we know the complexities of Massachusetts estate taxes, business succession, and elder care planning inside and out.
- Proven results: We’ve saved families millions in taxes and protected countless businesses from being lost in probate battles.
- Real attention: We return calls. We answer emails. We listen. No two families are alike, and your plan won’t be either.
What to expect in your SPS:
- We listen first: You’ll share your goals, family dynamics, and concerns.
- We identify risks: From estate taxes to long-term care costs, we’ll flag what could threaten your wealth and legacy.
- We build your roadmap: You’ll leave with clear, actionable next steps for protecting your assets and family.
Beyond the paperwork
Once your plan is signed and secure, we stay with you. Laws change, and so does life. That’s why we schedule exclusive three-year check-ins to keep your plan current and effective.
The Monteforte Law Difference
We specialize in clients with estates of $4 million or more, where the stakes are high and advanced planning makes a real difference. Our proprietary strategies — like the 20/20 Hindsight Trust™ and Retirement Protection Trust™ — go beyond what traditional firms offer.
