Why We Specialize in Life-Focused Wealth Preservation
There is nothing more important than your family, and protecting their future begins with smart, life-focused planning. Far too many people only consider what happens after they’re gone, overlooking how vital it is to have a plan in place for your assets and well-being while you’re still here. Without a comprehensive plan for life’s unexpected events—such as long-term care needs, illness, or financial challenges—you risk losing your hard-earned assets and leaving your family vulnerable.
At Monteforte Law, P.C., we focus on protecting your wealth and securing your family’s future, not just planning for the distribution of assets after death. Our approach to Life-Focused Wealth Preservation ensures that your family is provided for no matter what life throws your way. Attorney Michael Monteforte’s commitment to this approach is deeply personal. After watching his grandparents lose most of their life savings to long-term care costs, he dedicated his career to helping families avoid the same fate. We are passionate about safeguarding your assets, ensuring access to long-term care, and preserving your legacy for generations to come.
Secure Your Family’s Future in 4 Simple Steps
Estate planning is one of the most important steps you can take to protect your family and your future. But we understand—it can feel overwhelming. That is why we’ve made estate planning simple and stress-free with the 4-Step Asset Protection Plan™, exclusive to our firm. Our process is easy, clear, and tailored to your unique needs!
Estate Planning for Life, Not Just Death
Many people think that having a simple will is enough to protect their family, but this couldn’t be further from the truth. Downloading a free form from the internet or filling out a generic document does not provide the protection your family needs—especially when life throws unexpected challenges your way. Estate planning should be about securing your assets, protecting your future, and ensuring that your family will be well cared for, both while you’re alive and after you’re gone.
At Monteforte Law, P.C., we don’t just plan for death—we plan for life. Our unique approach, called Life-Focused Wealth Preservation Planning, goes beyond traditional estate planning by taking a holistic look at your financial situation and future goals. We create comprehensive plans that address your current needs, protect your assets, and ensure that your family’s future is secure. Our experience and commitment to life-focused planning make us different from other firms that only offer traditional estate planning services.
What We Do for You
During your Strategic Planning Session, we work closely with you to develop a custom plan that covers every aspect of your financial and personal well-being. This isn’t a one-size-fits-all approach—our services are tailor-made to your unique needs. Whether you need to protect your assets from long-term care costs, plan for your children’s future, or ensure that your medical directives are followed, we have you covered. Our services include:
- Wills and Trusts
- Medicaid Planning and Applications
- Special Needs Estate Planning
- Tax Planning
- Asset Protection
- Powers of Attorney and Healthcare Directives
- Elder Law & Long-Term Care Planning
- Probate
- Business Succession & Formation
- LGBTQ+ Estate Planning
By choosing Monteforte Law, P.C., you’ll ensure that your assets are protected, your wishes are respected, and your family’s future is secure. Don’t leave it to chance—without a proper plan, your hard-earned wealth could be lost to long-term care costs, taxes, or probate. Let us help you keep control of your assets and leave a meaningful legacy.
Life-Focused Estate Planning That Fits Your Busy Life
We know that life is busy, which is why we make estate planning accessible and informative for you. We offer free seminars to help you understand the importance of estate planning and how you can protect your assets and secure your family's future. Our seminars provide valuable insights into Life-Focused Wealth Preservation and offer you the opportunity to learn more before making any decisions. Of course, you are always welcome to visit us at our Woburn and Norwell offices for a personal consultation.
If you’re ready to take control of your future and protect what matters most, schedule your first appointment today. Not quite ready? Attorney Michael Monteforte, Jr. is a three-time published author, and we offer his books at no cost so that you can learn more about our approach to Life-Focused Wealth Preservation before you make a decision.
