Estate Planning and Administration:
Multi-Generational Wealth Preservation
Welch & Forbes can collaborate with your tax and legal advisors in an effort to protect your assets from probate and limit your tax liability, and manage critical issues surrounding your trusts and estates.
We review all elements of your estate plan with legal counsel while addressing your present financial situation, critical family issues, and current regulations. For your beneficiaries, we offer prudent, compassionate advice.
Our goal is to preserve your wealth . . . for now and for future generations. To learn more about our estate planning and administration services, please complete our confidential contact form or call Ed Sullivan, Vice President, at 617-557-9800.