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Planning Solutions to Protect Your Investments and Your Family

Advanced Planning to Secure Your Investments

With evolving tax laws and changes in estate planning law, more individuals and families are taking advantage of advanced planning tools to secure assets and investments. At Spano & Dawicki, LLC in Boston, Massachusetts, our legal team has exceptional knowledge of the tax code, Medicaid planning and techniques for sheltering assets. We work to protect the financial interests of our clients and their families through strategic estate planning.

Government Benefits and Medicaid Planning

Your ability to collect government benefits, including Medicaid, will often depend on the assets, savings and other investments you hold. Reorganizing or restructuring your assets can ensure that Medicaid benefits are available to you or your spouse. Our attorneys will take the time to review your individual financial situation, identify immediate and long-term solutions, and work to protect your security and assets into the future.

Our Boston asset protection lawyers are experienced with:

  • Asset sheltering
  • Elder law and elder planning
  • Medicaid planning
  • Protection of assets
  • Disability planning
  • Special-needs planning
  • Government benefits
  • Representation in probate
  • Professional fiduciary duties
  • Trust administration
  • Professional trustee or guardianship
  • Estate administration

Asset Protection and Complex Estate Planning

In addition to Medicaid planning, our law firm can assist with more complicated issues involving taxation, gifts and estate planning. Taking the time to plan now can protect your assets into the future and ensure that you do not overpay in estate taxes. We can also create tailored estate plans to address issues involving disability and special needs. With extensive experience, our attorneys and staff can take appropriate legal action on your behalf to protect your family, your rights and your investments.

Don't know where to turn? Call us at 781-231-7800 or contact our Boston, Massachusetts, asset sheltering lawyers by e-mail to arrange an initial consultation or case evaluation.

Our office is conveniently located at the intersection of Route 1 and the Lynn Fells Parkway and is only minutes from Logan Airport, downtown Boston, and Routes 93, 95 and 128. Credit cards accepted.

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Spano & Dawicki, LLC
605 Broadway
2nd Floor
Saugus, MA 01906

Phone: 781-231-7800
Toll Free: 1-855-227-4645
Toll Free: 1-855-Caring-Law
Fax: 781-231-7900
Saugus Law Office Map

P.O. Box 1345
Saugus, MA 01906

Beverly Office
Phone: 978-922-2100
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Boston Office
Phone: 617-720-0002
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Cambridge Office
Phone: 617-354-0144
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Woburn Office
Phone: 781-933-0053
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