Fee Structure

Fees listed for informational purposes. Any legal representation or other engagement requires the signing of an engagement letter between any prospective client and our firm.

Estate Planning

We combine extensive tax expertise with a personalized flat-fee model, ensuring tailored estate plans that align with your objectives and protect your wealth.

Massachusetts Estate Tax Avoidance Planning, 2x Trusts, Wills, Health Care Proxies, Powers of Attorney, HIPAA Releases

$6500

Federal and Massachusetts Estate Tax Avoidance Planning

$7500

Massachusetts Probate Avoidance Planning

$3500

Supplemental Needs Trusts / Disability Trusts

$3500

Irrevocable Life Insurance Trusts

$3500

Other Estate Planning Trusts – Base Price

$3500
based upon complexity

Basic Wills, Health Care Proxies, Powers of Attorney, HIPPA

$1000

Updates, Amendments, Codicils

Quoted individually

Power of Attorney, Health Care Proxy, or HIPAA Release

$75

Real Estate Transactions

We ensure smooth closing, handling all legal documentation and protecting your rights throughout the process.

Residential Purchase

$1250

Residential Sale

$1150

Residential Refinance

$1150

Commercial Real Estate

Quoted individually

MassHealth Applications

As elder law attorneys we help you adeptly navigate the complexities of MassHealth regulations.

Initial Application, Plan, Execution- Sliding Scale

$3000 – $10,000
based on assets

Annual Renewal

$1500

Income Tax Preparation

We study the intricacies of tax law to assist each client in filing tax returns that optimize their financial benefits.

Personal income tax returnsĀ  – Base Price

$500
based upon complexity

Fiduciary income tax returns – Base Price

$750
based upon complexity

Business / Partnership income tax returns – Base Price

$1000
based upon complexity

Estate Tax Returns

We ensure smooth closing, handling all legal documentation and protecting your rights throughout the process.

Massachusetts Estate Tax Return – Base Price

$3500
based upon complexity

Federal & State Estate Tax Returns – Base Price

$10,000
based upon complexity