As a family grows and
one’s life becomes more complex there are more resources
they need in addition to good legal advice and planning. We have
compiled the following list of additional resources as an aid for
our clients to consider important issues outside of the legal arena.
Kingsley Business Service,
A family business designed to meet the needs of your family. They
provide tax consulting & preparation, personal financial reporting,
bill payment services as well as other types of concierge services.
Community Council on Aging
Most Massachusetts communities have a Council on Aging as authorized
by Chapter 40 Section 8B of the General Laws. They can provide
a variety of resources to community members who are looking
for more information on programs designed
for seniors. You can find the office near you
in your local phone directory or through the web site of your
city or town.
As people plan for the future they sometimes become concerned with
how to plan for long-term care expenses. We do not do Medicaid
planning. There are lawyers that concentrate in this practice
area. Most are members of the National Academy of Elder Law Attorneys.
As an individual’s wealth grows they may need further advice
on their overall financial situation in order to plan for future
goals. Certified Financial Planners have expertise in this area
and also have the ability to assist clients in other areas such
as locating the appropriate money manager or insurance agent. We
do not give investment or money management advice.