Turn Your Wealth Into a Lasting Gift
Align Your Estate Plan with Your Values and Family Vision
A good estate plan does more than transfer money - it tells your story. Whether your goal is to minimize taxes, support your children, or leave a charitable legacy, we’ll help you bring your intentions to life.
Real Example
“Planning with Purpose: How the Martins Structured a Meaningful Legacy”
The Martins had over $3 million in assets and wanted to help their kids without triggering unnecessary estate taxes. Their independent financial advisor, Joe Gauvin, helped them update their wills, set up a Massachusetts-friendly trust structure, and identify opportunities to give charitably now. Today, they feel peace of mind knowing their family is taken care of and their values will live on.
Common Questions We Help Answer
Should I use a trust?
How do I treat my children fairly?
Will my estate owe Massachusetts estate taxes?
Confidence, comfort, and clarity
“Teleconference with Jamie Upson on our new Estate Plan was a pleasure; Jamie answered all our questions on the legal aspects of the trust we were using, and explained the different methods used to distribute proceeds without requiring probate. Very informative and reassuring.”
Disclosure: This Google review is from an existing client of Stonehearth Capital Management. No existing client was compensated, either with cash or non-cash benefits, in exchange for their statement. Reviews reflect individual experiences and may not be representative of all clients. No material conflicts of interest are known to exist in connection with these testimonials. Read more reviews.