Mission Statement - Law Offices of Wayne R. Davies

If you are like most of our clients, we know that building and maintaining security for your family is one of your principal concerns. We are a law firm that concentrates primarily in Estate & Tax Planning and Elder Care services, including wealth accumulation, preservation, and transfer strategies. We provide directional insights and design customized estate, tax, and elder care plans to meet your needs, and those of your family. We realize that you want a plan that gives you the flexibility to meet your day-to-day obligations, but provides sufficient protection to your estate and family. We recognize that you have long-term objectives, and that you will eventually want to pass on a legacy to your heirs with the minimum of effort and cost. We understand and share those values.

Over the years, our experience has taught us that Estate & Tax Planning and Financial Services go hand-in-hand. Recognizing that it is in a client's best interest for an Estate & Tax Attorney to have a clear understanding of these principals, Atty. Davies has taken the unusual step to become a Certified Financial Planner licensee.

Very few lawyers possess the knowledge and experience to qualify for this benchmark credential, or have taken the time and effort to successfully complete the rigorous CFP certification process.

Davies Law Offices stands apart from other law offices practicing Estate & Tax Planning. Due to our education, experience, and understanding of taxes and financial planning, we are recognized as uniquely positioned to provide the highest level of comprehensive Estate and Tax Planning and Elder Care services. We have entered into relationships with other professional organizations, such as the National Academy of Elder Law Attorneys, the American Association of Retired Persons (AARP), and the UAW Union. We are proud that we meet the stringent standards necessary to become a Participating Attorney in the AARP Legal Services Network and a Cooperating Attorney in the UAW Legal Services Plan.

We have maintained our principal office in Milford, Massachusetts since 1987. Over the years our clients have come to us primarily as referrals from existing clients and other professionals, including other Attorneys, Certified Public Accounts, and those in the financial planning industry. We prefer to utilize a "team approach" with other professionals whenever possible. We attempt to ensure that individual efforts on behalf of the client are coordinated, and that specific strategies are implemented by the appropriate team member.

We recognize the importance of maintaining a close relationship with our clients, many of which have been with us for over a decade. We have clients throughout Massachusetts, from Boston proper to the suburbs of Worcester, and from Boston's North Shore to Cape Cod and Nantucket.

We will be pleased to work with you to draft and implement an Estate & Tax and/or Elder Care plan that meets the needs of yourself and your family. Call us today at (508) 478-2600 or (800) 648-1000 for an appointment.

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