Monteforte Law, P.C. is a distinguished estate planning and elder law firm dedicated to protecting Massachusetts families from financial uncertainty and legal complications. Specializing in comprehensive life-focused wealth preservation, the firm stands out with its proprietary planning tools, flat-fee pricing, and a commitment to serving as a client’s “estate planner for life.”
The firm employs a personalized 4-Step Asset Protection Plan™, drawing on over 25 years of combined legal experience to guide clients through complex matters like Medicaid eligibility, tax mitigation, and long-term care preparation. They focus on helping high-net-worth individuals, seniors, and families design evolving plans that prevent court battles, reduce estate taxes, and safeguard assets from nursing home costs. Their approach includes ongoing support, with 3-year checkups and exclusive trust options unavailable elsewhere.
Services Offered
- Estate Planning
- Wills
- Trusts
- Special Needs Planning
- Medicaid and MassHealth Applications & Renewals
- Elder Law
- Long-Term Care Planning
- Wealth Preservation
- Probate & Estates
- Tax Planning
- Living Wills
- Business Succession Planning
- Asset Protection
- Retirement Protection Trust™
- 20/20 Hindsight Trust™
Serving clients across Massachusetts, the firm is featured in respected publications like the Boston Business Journal and Massachusetts Lawyers Weekly. Their team is fluent in addressing the specific challenges of state-specific regulations, including the Massachusetts Estate Tax, and offers resources such as free seminars and educational materials to help families begin planning with confidence.
