Wealth Preservation Legal Counsel is a specialized Massachusetts law firm dedicated to sophisticated estate and wealth preservation strategies. The firm stands out by offering Boston-caliber legal expertise without the high costs typically associated with major metropolitan firms, focusing exclusively on protecting and transitioning family wealth across generations.
Their approach demystifies complex legal processes, making advanced trust and estate planning accessible and understandable for clients who may feel intimidated by traditional legal jargon. They specialize in serving business owners, real estate investors, entrepreneurs, and baby boomers with significant assets, offering tailored solutions that address the unique challenges of blended families, business succession, and intergenerational wealth transfer.
Services Offered
- Estate Planning
- Trust Creation and Administration
- Generational Planning
- Risk Management & Asset Protection
- Divorce Protection Planning
- Second Marriage Planning
- Estate Tax Minimization
- Probate Administration
- Business Succession Planning
- Sentimental Real Estate Preservation
- Asset Protection from Creditors
- Inheritance Protection for Beneficiaries
Serving clients throughout Massachusetts from their Westborough office, the firm focuses particularly on high-net-worth individuals and families with estates exceeding $2 million. They offer educational events and speaking engagements to help clients better understand wealth preservation strategies.
