Lichtman & Associates, LLC is a distinguished law firm offering bespoke legal, tax, and financial advice, seamlessly integrating complex ideas to help clients simplify their lives. With over 50 years of combined experience, the firm specializes in tax law, estate planning, and financial planning, serving clients in Massachusetts and New York with a highly personalized approach.
The firm partners closely with clients to create custom solutions tailored to their unique goals, whether for individuals, families, or entrepreneurs. Their integrated services bridge legal and financial disciplines, providing comprehensive support in trust and estate matters, tax compliance, and wealth management, ensuring clients receive holistic guidance from a single trusted advisor.
Services Offered
- Tax Attorney Services
- Estate Planning Attorney Services
- Financial Planning
- Trusts & Estates
- Tax Planning & Compliance
- Planning for Entrepreneurs
- Family Office & Trustee Services
- Wealth Management
- Philanthropy Planning
- Wealth Education for the Next Generation
Lichtman & Associates serves clients throughout Massachusetts and New York, with offices in Wellesley and New York City. The firm also provides wealth management services through Lichtman Investment Advisors, ensuring a coordinated approach to both legal and financial aspects of client needs.
