“Excelente servicio, buena comunicación, resuelve tus dudas al instante. Recomendados.”
Fabian NieblesGoogle Review
We coordinate with estate attorneys and ensure your financial accounts, beneficiaries, and documents are aligned.
We audit all your financial accounts to ensure beneficiary designations are current and legally sound.
We advise on revocable living trusts, irrevocable trusts, and special needs trusts for complex situations.
Strategies to minimize federal and state estate taxes and preserve maximum value for your heirs.
Ensuring your business transfers smoothly to the right hands — family, partners, or buyers.
Ensuring guardianship is established and assets are protected for your children's future.
Planning for business succession and ensuring your company continues or transfers on your terms.
Protecting multi-generational assets across borders and ensuring wealth transfers according to your wishes.
We inventory all assets, accounts, beneficiaries, and existing documents to identify gaps and opportunities.
We present a tailored estate plan with recommendations for tax efficiency and asset protection.
We coordinate with attorneys, update beneficiaries, and ensure all accounts and policies are properly titled.
We review your estate plan annually and after major life events to keep everything current.
“Excelente servicio, buena comunicación, resuelve tus dudas al instante. Recomendados.”
“Bradley was very knowledgeable and helped meet all my needs. 10/10 service — highly recommend!”
“Bradley was amazing — he helped me with everything and was extremely professional throughout the entire process. He also took the time to give me helpful tips, which I really appreciated. I highly recommend him!”
Yes. Anyone with dependents, a business, or property should have at minimum a will and updated beneficiaries on all accounts.
Your estate goes through probate and is distributed according to state law — which may not reflect your wishes or protect your family.
A trust that holds your assets during your lifetime and transfers them to beneficiaries at death — avoiding probate and keeping matters private.
We handle the financial planning, account alignment, and tax strategy. We coordinate with your attorney for legal documents.
Start with a free discovery call. We'll map the documents you need, coordinate with an estate attorney, and keep it bilingual and clear.
Live availability from Bradley's calendar. In person, Google Meet, or phone.
Calendar invite lands in your email the moment you book.
A real conversation about your situation, in English or Spanish.
60 Island Street, Suite 214 · Lawrence, MA · Hablamos español