We are here to help.

Strategic Planning Sessions at Monteforte Law

Estate planning is about more than just documents—it's about ensuring your family’s future, protecting your assets, and preserving your legacy. At Monteforte Law, our Strategic Planning Session (SPS) is the cornerstone of a tailored and effective estate plan. Whether you’re planning for retirement, ensuring your business succession, or addressing Massachusetts estate tax liabilities, we’re here to guide you every step of the way.

Why Trust Monteforte Law?

Finally, a law firm you can trust. That's because trust is the foundation of everything we do. Here’s why families, high-net-worth individuals, and business owners across Massachusetts and New Hampshire choose Monteforte Law for their estate planning needs:

• Expertise You Can Rely On: With over 20 years in business and more than 50 years of combined legal experience, we specialize in estate planning, elder law, and Wealth Preservation Planning. We’re not general practitioners; this is what we do every day.
• Proven Results: We’ve saved clients millions in estate taxes, protected family businesses, and safeguarded wealth for future generations. For example, we recently helped a family with an $8 million estate reduce their estate tax liability by $2 million through advanced trust structures.
• Personalized Attention: Our client journey is second to none. We return calls. We return emails. We listen. No two families are the same. We take the time to understand your unique goals and concerns, crafting strategies tailored specifically to your needs.

The Strategic Planning Session: Our Four-Part Process

Our exclusive 4-Step Asset Protection Plan™ ensures your estate plan is comprehensive, efficient, and aligned with your goals:

1. Learn with a Seminar

• • Your journey begins with one of our Estate Planning and Elder Law Seminars. These educational sessions provide valuable insights into the estate planning process, common pitfalls, and strategies to protect your assets and reduce tax liabilities.

• • Why Start with a Seminar? 

• • • Gain clarity on the importance of estate planning.
    • Understand the strategies we use to minimize taxes and preserve wealth.
    • Get answers to your specific questions through our interactive Q&A sessions.
    • Fee waived for your SPS and $500 off of the investment amount of your plan.
  • To learn more about our seminars and register for an upcoming event, visit our Estate Planning and Elder Law Seminars page.

2. Strategic Planning Session

1. • After attending a seminar, the next step is a Strategic Planning Session. This session is designed to gather detailed information about your family, assets, and goals.
   • During this phase, we listen first. We’ll identify key concerns such as Massachusetts estate tax liabilities, business succession challenges, or elder care planning needs.

3. Sign and Secure

1. • In this phase, we execute your estate plan. We’ll guide you through signing all necessary documents and provide you with a comprehensive estate planning binder. This binder keeps your documents organized and easy to access for you and your family.

4. Ongoing Support with Three-Year Check-Ins

1. • Estate planning isn’t a one-and-done task. That’s why we offer exclusive three-year check-in meetings to review your plan, address changes in your life or the law, and ensure everything remains up to date.

The Monteforte Law Difference

Choosing the right estate planning attorney can mean the difference between preserving your wealth or losing millions to taxes and legal complications. Here’s what sets us apart:

• Focus on High-Net-Worth Clients: We specialize in working with individuals, families, and business owners with estates of $4 million or more. Our strategies are specifically designed to address the complexities of significant wealth.
• Advanced Strategies: We use advanced tools to protect your wealth and reduce taxes. We have tools that you can't find anywhere else, like our 20/20 Hindsight Trust and our Retirement Protection Trust. Our plans include creating trusts to shield assets from unnecessary taxes, helping you give financial gifts in ways that benefit your family, and planning for charitable giving in a tax-efficient manner. We simplify complex strategies so you can focus on what matters most—your family and legacy.
• Community Commitment: We’re proud to serve the communities of Massachusetts and New Hampshire, giving back through scholarships, pro bono work, and local sponsorships.

What You Can Expect

When you book a Strategic Planning Session with Monteforte Law, here’s what you’ll gain:

• Clarity: A clear understanding of your current estate plan (or lack thereof) and what steps are needed to achieve your goals.
• Peace of Mind: Confidence that your assets are protected, your loved ones are cared for, and your legacy is secure.
• Actionable Steps: A customized roadmap outlining the next steps to implement your estate plan.

Frequently Asked Questions

What is the cost of a Strategic Planning Session?
The Strategic Planning Session (SPS) is free, if you attend one of our free seminars or webinars, and the cost of your estate plan will depend on the complexity of your case. We’ll provide a clear explanation of all costs upfront, ensuring transparency. If you choose not to attend a seminar or webinar, there is an SPS fee of $450, which is then credited against the investment amount of your estate plan.

Why should I choose Monteforte Law over other attorneys?
Unlike general practitioners, we focus exclusively on estate planning, elder law, and Wealth Preservation Planning. Our proven track record of saving clients millions in taxes speaks for itself.

What happens after the Strategic Planning Session?
We’ll design and implement a customized estate plan tailored to your needs. After implementation, we’ll schedule regular check-ins to keep your plan up to date.

Do you work with clients outside Massachusetts?
Yes! We proudly serve clients in both Massachusetts and New Hampshire.

Schedule Your Strategic Planning Session Today

Don’t leave your family’s future to chance. Book a Strategic Planning Session with Monteforte Law and discover how we can protect your assets, reduce your tax liabilities, and preserve your legacy.