bring over 25 years of experience to my law practice, helping families and business owners secure their future through strategic estate planning, asset protection, and business planning. I work with families and entrepreneurs throughout Greater Boston, taking time to understand their specific needs while helping them protect their assets, legacy, and businesses. My comprehensive approach to estate planning guides families through complex decisions about financial planning, tax considerations, and asset protection, ensuring their wishes are both clear and legally protected.

Drawing from my background as both an attorney and banking executive—including roles as CEO and EVP—I bring valuable insights to financial security, risk management, and business operations. I guide clients through important decisions, from selecting the right business structure to creating comprehensive succession plans. For families focused on estate planning, I provide detailed guidance on wills, trusts, healthcare proxies, and powers of attorney, tailoring each plan to reflect their specific family dynamics and financial goals.

My practice focuses on creating adaptable estate plans that protect family resources across generations. I help clients understand and implement various trust structures, from straightforward living trusts to sophisticated arrangements that minimize estate taxes and protect vulnerable beneficiaries. My professional contributions have earned recognition throughout my career, including the Banker & Tradesman Credit Union Heroes Award, and I have served on several financial industry boards, including the Massachusetts Credit Union League and Northeast Member Business Services.

I am a magna cum laude graduate of Suffolk University Law School and hold a bachelor’s degree in Business Administration from Boston University. For estate planning, business formation, or asset protection guidance, schedule a consultation at my Wayland or Weston offices by calling 617-213-5003 or visiting online.

Firm Description

Do you have a plan for your family’s future?

Families with special needs children face particular obstacles when planning for the future. Your child deserves to live their best life: not only to be secure in the necessities, but to be free to pursue their unique interests and passions in a way that brings joy and fulfillment. Striving for your child’s bright future is what any parent does, but for special needs children many tough planning decisions must be made amid a complicated and often-changing landscape of laws. It can feel overwhelming and leave you uncertain about what’s next.

Nicole understands these challenges. She brings over 25 years of experience to her law practice and is a member of the Academy of Special Needs Planners. With Nicole as your guide, you'll:

• Ensure that your loved one’s financial needs are met, by creating the most helpful trusts and other accounts in order to minimize tax burdens and protect government program benefits.
• Lay out which living arrangements, occupational activities, and medical care directives will best help your loved one to live their most fulfilling life.
• Make sure that the right people are entrusted with guardianship, power of attorney, healthcare proxy, and other important decision-making powers once you are no longer able to make those determinations.
• Receive ongoing personalized attention to make sure that your plan keeps up with any changes in regulations or your circumstances.

The path to a happier and more secure future starts with proactive life planning, instead of leaving things up to the state later on. Schedule a call now, and let Nicole help you transform uncertainty into peace of mind.

Hours

Cost