Preserving Your Legacy
Estate Planning
Special Needs Estate Planning  
Estate Planning For Real Estate Holdings
Gifting Through Generation Skipping Trusts
Guardianship And Conservatorship
Probate And Estate Administration
IRS and DOR Representation

Located in Newton, MA
Serving Metro West and Greater Boston





There are many resources on the Web which provide information about estate planning, special needs planning, entitlements, and estate taxes. Here are several sites which you might find of interest as you develop your own estate plan:

  • - The official site of the Internal Revenue Service. There are downloadable tax forms as well as other tax information.
  • - Social Security Administration official web site, with information on benefit programs, such as Supplemental Security Income.
  • - The accounting firm, Deloitte & Touche, has a library of sophisticated, yet easy to read articles.
  • - This is the web site for the General Electric Center for Financial Learning. Their "Resource Center" provides calculators to assist you in planning for your retirement, saving for educational expenses, determining child care expenses, anticipating taxes, and more.
  • - This is Microsoft Network's web site covering all aspects of investing and financial planning.
  • - The Association for Retarded Citizens is the primary advocacy organization for those with mental retardation and other developmental disabilities. This web site provides addresses and links to local chapters throughout the United States.