Beliveau Law Group, LLC

Nearby Lawyers Massachusetts Middlesex County Waltham Piety Corner Historic District Winter Street

(31 reviews)

Contact Info

Location 2 Winter St STE 102, Waltham, MA 02451, USA
Phone +1 781-890-8600
Website https://www.beliveaulaw.net/

Reviews

Beliveau Law Group came highly recommended and did not disappoint. Margaret worked very patiently with us to set up a will and trust. She was able to answer our many questions and we were impressed with her depth of knowledge in law, taxation, and estate planning. David’s advice was also helpful as we are residents of 2 different states. Margaret and David are an excellent team and we’re grateful to have them as a resource for such important decisions.
Margaret and David are always a pleasure to work with. They have handled my families needs for over 20 years with not only their professionalism, but more importantly their genuine and caring interest in our families evolving needs. Like many people, I have a lot of questions regarding Wills, Trusts, Long-Term care, etc. Margaret and David always patiently walk my family through the processes and legalese, to ensure we're 100% comfortable before moving forward.
After my mother died, I looked for someone who could advise me as I closed out her estate and trust. I am so glad I eventually found David, Margaret and Mary! Individually and collectively, they made the process as painless and transparent as it could possibly be, while keeping the cost down by advising on the parts I could do for myself. David helped me understand and complete Massachusetts informal probate, Margaret prepared the MA estate tax filing, and Mary stewarded the closing on the sale of a trust-owned house. Each of them were friendly, responsive, timely and organized, and always willing to answer questions. I will use Beliveau Law again myself and recommend them without reservation.
We have been going to Beliveau Law Group, and working with David Beliveau, for almost 13 years now for all our legal needs, and we highly recommend them to anyone. It started off with having a will and other legal documents put together given we were starting a family and buying a house. Mary Hart, Beliveau Law Group's real estate lawyer, worked with us in taking care of all the paperwork when buying the house and selling our previous house. In the years since then, we have made changes to some of our legal documents where Dave Beliveau has been terrific in meeting with us to get the needed changes done. We have also been working with David over the years in setting up all our assets in a family trust. David is extremely knowledgeable when it comes to tax law in Massachusetts and advising us in the best way to set up our assets. We also have been using Beliveau Law Group to do our taxes over the years, which has been a huge help. And recently, David helped us out in a pinch in a couple ways... first in summer 2020 (along with Mary Hart) when we were purchasing a house in Maine, and second in reviewing a legal document for a business situation I was getting into where after his review it gave me a much better sense of comfort in signing that document. David's breadth of knowledge and the range of support his law office provides has been such a terrific resource for us in meeting all our legal needs over the years, and we look forward to continuing to work with David and his office as we soon head into our retirement years.
Beliveau Law Group, LLC was recommended to me about three years ago. At that time, I was seeking assistance with estate planning and trusts. Dave Beliveau and his group of highly qualified attorneys exceeded my expectations, and I continue to rely on their expertise for an array of legal matters. Dave personally addresses each client's needs, listens carefully, and prepares solid advice and recommendations. Dave and his group of attorney's are well-versed in ever-changing estate laws, rules and regulations, and they actively convey pertinent information onto their clients in an effort to best meet their client's needs. Emails and phone calls to this group are responded to in a timely manner, and their cost is both fair and reasonable. I am grateful for the unparalleled level of service I have received from the Beliveau Law Group, and I highly recommend this law group with no hesitation.

Contact Us

Beliveau Law Group, LLC Photos

About Beliveau Law Group, LLC

For families and individuals across Massachusetts, securing your financial future, protecting your assets, and ensuring your wishes are honored requires careful planning and expert legal guidance. Navigating the intricate worlds of estate planning, trust administration, and tax law can be daunting, but with the right legal partner, it becomes a manageable and empowering process. This is precisely where Beliveau Law Group, LLC, stands out as a beacon of expertise and compassionate service in Waltham, MA. With a strong focus on understanding each client's unique circumstances, Beliveau Law Group provides tailored legal solutions that offer peace of mind and long-term security.

Beliveau Law Group is not just a team of attorneys; they are trusted advisors who prioritize building lasting relationships with their clients. For over two decades, they have served families in Massachusetts, demonstrating not only exceptional professionalism but, more importantly, a genuine and caring interest in their evolving needs. This deep commitment to client well-being is evident in every interaction, from patiently answering complex questions about wills and trusts to guiding families through the intricacies of long-term care planning. They understand that these are deeply personal and significant decisions, and they ensure that clients are 100% comfortable before moving forward.

The firm's reputation for excellence is built on a profound depth of knowledge across various legal domains, including law, taxation, and estate planning. This multidisciplinary expertise allows them to provide comprehensive and integrated advice, addressing all facets of a client's financial and personal planning needs. Whether you are setting up a new will, establishing a trust, or seeking advice on multi-state residency, the team at Beliveau Law Group, including the highly recommended Margaret and David, works collaboratively to offer insightful and effective strategies. For Massachusetts residents looking for a legal resource that combines expertise with empathy, Beliveau Law Group, LLC, is an invaluable partner.

Location and Accessibility

Beliveau Law Group, LLC, is conveniently located at 2 Winter St STE 102, Waltham, MA 02451, USA. This prime location in Waltham offers excellent accessibility for clients throughout Massachusetts. Waltham is a well-established city just west of Boston, known for its dynamic mix of residential areas, commercial enterprises, and easy access to major transportation routes, making it an ideal central point for legal services.

For those traveling by car, the office on Winter Street is readily reachable from key highways. It's situated with good access to Route 128 (I-95) and the Massachusetts Turnpike (I-90), which are crucial arteries connecting various parts of the state. This ensures a straightforward commute for clients coming from different regions of Massachusetts, from the northern suburbs to the South Shore and central Massachusetts. Ample parking options in the vicinity or within the building's complex typically make visits hassle-free for clients driving to their appointments.

Waltham is also well-served by public transportation. The MBTA commuter rail has a station in Waltham, providing a convenient option for clients traveling from Boston and other points along the Fitchburg Line. Additionally, several MBTA bus routes operate in the Waltham area, potentially offering direct or connecting services to the office. This multi-modal accessibility underscores Beliveau Law Group’s commitment to serving a broad client base, ensuring that their expert legal advice is within reach for all Massachusetts residents planning for their future.

Services Offered

Wills and Trusts Creation: Beliveau Law Group specializes in drafting comprehensive wills and establishing various types of trusts, including revocable living trusts, irrevocable trusts, and special needs trusts, tailored to meet clients' specific estate planning goals.
Estate Planning: They provide holistic estate planning services, which include strategies for asset protection, wealth transfer, minimizing estate taxes, and ensuring seamless succession. This often involves reviewing existing plans and making necessary updates.
Tax Law and Planning: With expertise in both law and taxation, the firm offers strategic tax planning advice, helping clients navigate complex tax regulations related to estates, trusts, and wealth management, aiming to optimize financial outcomes.
Elder Law: They advise on critical elder law matters, such as long-term care planning, Medicaid planning, guardianship, and conservatorship, ensuring the financial and personal well-being of seniors and their families.
Probate and Estate Administration: The firm assists families through the often complex and emotional process of probate and estate administration, guiding them through legal requirements, asset distribution, and dispute resolution.
Multi-State Residency Planning: For clients with residences in multiple states, Beliveau Law Group provides specialized advice to address the legal and tax implications of multi-state assets and wills, ensuring comprehensive planning across jurisdictions.
Asset Protection Strategies: They help clients implement strategies to protect assets from potential creditors, lawsuits, and other financial risks, ensuring wealth is preserved for future generations.
Business Succession Planning: For business owners, they offer guidance on creating effective business succession plans, ensuring a smooth transition of leadership and ownership.

Features / Highlights

Deep Expertise in Estate Planning and Taxation: A primary highlight of Beliveau Law Group is their profound depth of knowledge in estate planning, trust law, and taxation. This comprehensive expertise allows them to provide integrated and highly effective solutions for complex financial and family situations.
Patient and Clear Communication: Clients consistently praise the team, particularly Margaret and David, for their patience and ability to explain complex legal concepts and "legalese" in an easily understandable manner. This ensures clients are fully comfortable and informed before making critical decisions.
Genuine and Caring Interest: Beyond professionalism, the firm is noted for its genuine and caring interest in clients' evolving needs. This empathetic approach fosters trust and builds long-term relationships, making clients feel truly supported.
Collaborative Team Approach: The reviews emphasize Margaret and David as an "excellent team." This highlights their collaborative approach, leveraging their combined knowledge to provide well-rounded and insightful advice for clients.
Long-Term Client Relationships: The firm has a history of handling families' needs for over 20 years, demonstrating a commitment to long-term client relationships and adapting to changing family circumstances over time.
Multi-State Residency Expertise: For clients with complex situations like residency in multiple states, the firm offers specialized and helpful advice, showcasing their ability to handle nuanced legal challenges.
Proactive and Resourceful Guidance: They are described as a valuable "resource for such important decisions," indicating their proactive guidance and ability to help clients navigate significant life choices with confidence.

Promotions or Special Offers

As a professional legal services firm specializing in areas like estate planning, tax law, and elder law, Beliveau Law Group, LLC, typically does not offer "promotions" in the same way a retail business might. However, it is common practice within the legal industry, and often for firms like Beliveau Law Group, to provide certain initial arrangements for prospective clients. These may include:

Initial Consultations: Firms often offer an initial consultation where prospective clients can discuss their specific needs and concerns with an attorney. This allows the client to understand the firm's approach, assess their own situation, and learn about potential legal strategies without an immediate financial commitment for that first meeting. It's an opportunity to ensure a good fit before proceeding.
Educational Resources: While not a direct "promotion," many reputable law firms, particularly in estate planning, provide valuable free educational resources, such as seminars, webinars, or informative articles. These resources help potential clients understand the importance and complexities of estate planning, often leading to inquiries about their services.

For the most precise and up-to-date information regarding their fee structure, consultation policies, or any specific offerings, it is always recommended to directly contact Beliveau Law Group, LLC. This direct communication will allow you to discuss your unique circumstances and how they can best assist you in planning for your future.

Contact Information

To connect with Beliveau Law Group, LLC, and explore how their experienced team can assist you with your estate planning, tax, or elder law needs, please use the following contact details:

Address: 2 Winter St STE 102, Waltham, MA 02451, USA

Phone: (781) 890-8600

Mobile Phone: +1 781-890-8600

Conclusion: Why this place is suitable for locals

For families and individuals across Massachusetts, Beliveau Law Group, LLC, located conveniently in Waltham, is exceptionally well-suited to address their crucial needs in estate planning, tax law, and elder care. The compelling testimonials from real clients beautifully articulate why this firm is a perfect fit for locals. The recurring themes of patience, depth of knowledge, and a genuine caring interest resonate deeply with anyone facing significant life decisions about their future, their assets, and their loved ones.

The client who highlighted Margaret's patient work in setting up a will and trust, along with her "depth of knowledge in law, taxation, and estate planning," speaks directly to the comprehensive and reassuring service provided. David's helpful advice for multi-state residents further demonstrates the firm's ability to handle nuanced and complex situations that are increasingly common among Massachusetts families. The sentiment that Margaret and David are an "excellent team" and a valuable "resource for such important decisions" underscores the collaborative and empowering approach they bring to their work.

Another client's review, emphasizing that Margaret and David have handled their family's needs for "over 20 years with not only their professionalism, but more importantly their genuine and caring interest in our families evolving needs," showcases the firm's commitment to long-term relationships and adapting to changing circumstances. Their patience in walking clients through "processes and legalese" to ensure 100% comfort before moving forward is particularly vital when dealing with sensitive topics like wills, trusts, and long-term care. This ensures that Massachusetts residents feel fully informed and confident in their choices, rather than overwhelmed.

Beyond their exceptional client service, the firm's easily accessible Waltham location ensures that quality legal advice is within reach for residents across the Commonwealth. This combination of deep legal and tax expertise, a compassionate client-centric approach, and a proven track record of building lasting relationships makes Beliveau Law Group, LLC, an ideal and trustworthy partner for Massachusetts locals seeking to secure their legacy and navigate the complexities of financial and personal planning with confidence and peace of mind.