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Financial Planning

 


Harbor Strategies Group combines income tax planning with investment planning, estate and retirement planning with business succession planning. They work with practitioners, employees and their families. They have programs, products and services specific to every stage of the life cycle.

Early Career
Are you starting out or a few years into service?
Are you looking to purchase a practice?

Mid Career
Are you established in your career?
Are you looking for associates?


Mature Career
Are you nearing or in retirement?
Are you selling your practice?


Contact
Dierdre Collins

300 Fifth Avenue, 3rd Floor, Waltham, MA 02451

781.229.2300
Dierdre.Collins@LFG.com


 

Attorneys in the Trusts and Estates Group counsel individuals and families in all matters concerning estate, gift, charitable and fiduciary income tax planning. Our attorneys have extensive experience in drafting sophisticated estate planning documents, implementing wealth transfer strategies, and managing estates upon an individual's death.

Members of the Trusts and Estates Group are frequent lecturers and authors on topics regarding estate, gift and fiduciary income tax issues; estate planning; and estate and trust administration. Our attorneys are active in local and state bar associations and numerous charitable and other non-profit organizations throughout Massachusetts.

Contact
Tracy A. Craig
508.929.1632
tcraig@mirickoconell.com 

Attorneys in the Trusts and Estates Group counsel individuals and families in all matters concerning estate, gift, charitable and fiduciary income tax planning. Our attorneys have extensive experience in drafting sophisticated estate planning documents, implementing wealth transfer strategies, and managing estates upon an individual's death.

Members of the Trusts and Estates Group are frequent lecturers and authors on topics regarding estate, gift and fiduciary income tax issues; estate planning; and estate and trust administration. Our attorneys are active in local and state bar associations and numerous charitable and other non-profit organizations throughout Massachusetts.

Contact
Tracy A. Craig
508.929.1632
tcraig@mirickoconell.com 

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