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"What is Real Estate Transfer Planning? Dr Jekyll (Planner), meet Mr. Hyde (Transaction Lawyer)" Learn More
Estate Planning
- To view a 2 minute video click [HERE].
- To begin the process of planning YOUR estate, click [HERE].
- Review and Refinement Program: Estate planning is a lifetime process, one that requires annual review of your estate planning goals and legal documents. We have developed our Review and Refinement Program for this purpose. To find out more click [HERE]. If you have questions regarding the program, contact Katelyn Scammon to discuss the program, fees and/or to join.
- ANNUAL REVIEW
Estate plans signed in 2003 are due for 5-year reviews this year. Reminders will be sent to those who have not already spoken to us. To arrange your appointment please contact Jennifer.
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Borchers Ware & Guglielmo, P.C. enhances the lives of individuals, families and businesses through unparalleled expertise, creativity and skill in applying legal solutions to the care of people and their assets.
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Winner 2008 Massachusetts Bar Association Eco-Challenge Award
Borchers Ware & Guglielmo is proud to participate in the Massachusetts Bar Association’s environmental initiative, Lawyers Eco-Challenge – One Planet, One Pledge.

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Since 1985, the lawyers of Borchers Ware & Guglielmo, P.C. have provided for the essential legal needs of individuals, families and business owners in the care of their loved ones, their organizations and their assets. Founded in Medfield, Massachusetts, the firm relocated to Medway in 2005 and combined with Franklin lawyers, Guglielmo & Ware, in 2007.
In the field of estate planning, the firm provides legal solutions from the most basic to the most advanced in estate, gift, and income tax planning, asset protection, Medicaid planning, and adoption. BWG has developed systems for streamlined, basic planning (called Fundamental Estate Planning™, which begins with an on-line questionnaire), Lifetime Estate and Wealth Transfer Planning™ for advanced planning, and Annual Review and Refinement for plan maintenance. The firm encourages establishing inheritance trusts for asset protection extending to the next generation, micro-philanthropy (the making of small but meaningful charitable gifts), and annual estate plan refinement. Our counsel is especially sensitive to the needs of medical professionals and other high net worth persons in asset protection, and tax and estate planning.
BWG attorneys provide services in Trust and Estate Administration, Real Estate Transactions and Transfer Planning, and Business Law, advising on formation and maintenance, general counsel, and succession planning. The Firm is supported by "of counsel" services from several Boston area attorneys in dispute resolution and trials, intellectual property, corporate, employment, bankruptcy, criminal and domestic relations.
Members and associates of the firm are active in local, state and national bar organizations, and serve regularly as authors, panelists and instructors for state and national continuing legal education for lawyers and paralegals. The firm promotes client education by conducting frequent workshops on topics of current interest. BWG has donated numerous hours to creating community trusts for the families of victims of premature death. Supporting education, youth sports, children’s charities, and personal health initiatives, such as free CPR training, are a few ways BWG gives back to communities that have supported the successful growth of this unique law firm. |
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Current events at BWG:
• Borchers Ware & Guglielmo, P.C. is honored by the Massachusetts Bar Association for exemplary leadership in greening the practice of law by participating in the Lawyer’s Eco-Challenge – One Planet, One Pledge. For more information please read the Press Release.
• Attys. Borchers & Swartz attending conference on developments in the business of estate planning in San Diego.
• Attorney Swartz will be presenting a seminar about protecting assets against long-term care costs and other estate planning and elder law issues on Tuesday, September 23, 2008, from 6:30 PM to 9:00 PM, at the Medfield Senior Center, 1 Ice House Road, Medfield. Also, learn about reverse mortgages from Steve Berube of Wells Fargo Bank. Please call the Medfield Senior Center at (508) 359-3665 to reserve your seat.
• Attorney Swartz will be presenting a seminar about elder law and estate planning on Thursday, November 13, 2008, from 10:00 AM to 11:30 AM, at the Bellingham Senior Center, 40 Blackstone Street, Bellingham, MA. The presentation is sponsored by the Massachusetts Alzheimer’s Association. Please call our office at (508) 803-1900 to reserve your seat.
• Attorney Borchers contributes chapter to WealthCounsel’s book on the Best Estate Planning Techniques, MODEST Philanthropy – Encouraging Estate Gifts Using “The Expression of Charitable Intentions.”
• Of "Note": Attorney Borchers moonlights at Carnegie Hall and London's Royal Albert Hall with the renowned Boston Saengerfest Men's Chorus, first est. by the Harvard Medical School community, now in its 18th year. www.saengerfest.org
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