Estate Planning — Winchester, MA
Protecting the Wealth Winchester Families Have Built
Winchester’s executive and professional families have built real wealth — significant home equity, investment portfolios, retirement assets, and businesses. Your estate plan needs to match the complexity of what you’ve built.
Michael Monteforte, Jr. — Attorney & CEO
Wealth Preservation
We go far beyond simple wills to protect trusts, tax strategy, and multi-generational legacies.
Winchester Expertise
Guiding local families through the challenges of high-value homes and executive compensation.
Minutes Away
Our Woburn office at TradeCenter 128 is just 10 minutes from Winchester center.