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Testimonials

I have already praised your firm and told friends they should get in touch. I am so happy that your firm was recommended to me. I was so pleased with your thoroughness.
J.B.

You showed us how to count our blessings, organize our wishes of disbursement, and a sensible way to accomplish all of this.
D.G. & M.G.

Send questions to:

ClientServices@
PollexEstatePlanning.com

45 Braintree Hill Park
Braintree, MA 02184

Tel: 781.535.6490
Fax: 781.394.0305



How We Can Help


Our ServicesHere are some ways in which good planning can make a significant difference in your life and the lives of your family:

  • Planning ahead will make things as easy as possible for your family. You can reduce costs, taxes and delays by implementing a comprehensive plan.
  • We can help you maximize your retirement benefits and reduce taxes.
  • We help ensure that family relationships are not torn apart by poor planning.
  • Planning ahead for long term care costs can prevent the financial devastation caused when a family member develops a debilitating illness.
  • Planning for a family business or a vacation home in a way that is fair to all family members.
  • Planning for the possibility of remarriage in a way that secures your children’s inheritance.
  • Planning that maximizes your children’s inheritance by protecting it from divorce or creditors.
  • Designing a plan that encourages children to use their inheritance wisely.
  • Planning for grandchildren or children with disabilities.
  • Planning for nontraditional families.
  • Charitable planning.
  • Helping you define and express the legacy you would like to leave to your family, friends and communities.