Beliveau Law Group, LLC

For individuals, families, and businesses in Waltham, MA, and across Massachusetts, New Hampshire, and Florida, the Beliveau Law Group, LLC stands as a highly recommended and experienced legal resource within the "Lawyers Near Me" category. Conveniently located at 2 Winter St #102, Waltham, MA 02451, with additional meeting facilities in Naples, Florida, and Salem, New Hampshire, the firm is celebrated for its in-depth legal knowledge, personalized client care, and ability to navigate complex legal landscapes.

The Beliveau Law Group, LLC is a full-service law firm with a strong emphasis on estate planning, elder law, business law, real estate, and taxation. The firm is co-led by highly esteemed attorneys David M. Beliveau, Esq., CPA, and Margaret L. Cross, Esq., LL.M. David Beliveau, licensed in Massachusetts since 1999 and selected to Super Lawyers from 2011-2024 (and Rising Stars 2005-2010), brings a unique combination of legal and accounting expertise. Margaret Cross Beliveau, also highly regarded, specializes in estate planning and works patiently with clients to establish vital legal documents. Their combined experience, spanning over two decades, allows them to provide comprehensive and strategic advice for a wide array of legal needs, ensuring clients feel confident in their decisions.

The environment at Beliveau Law Group, LLC is consistently described by clients as welcoming, professional, and empathetic. Testimonials frequently highlight the attorneys' patience and genuine caring interest in their clients' evolving needs. Phrases like "always a pleasure to work with" and "patiently walk my family through the processes and legalese" suggest an atmosphere where clients feel comfortable asking questions and are assured that their concerns are thoroughly addressed. The firm's commitment to ensuring clients are "100% comfortable before moving forward" further reinforces a client-centered approach, fostering trust and ease even when discussing sensitive and complex topics like wills, trusts, and long-term care planning. This empathetic and clear communication is a hallmark of their practice.

The services offered by Beliveau Law Group, LLC are extensive and cater to a broad spectrum of legal requirements. In estate planning, they assist clients in setting up comprehensive wills and trusts, durable powers of attorney, and health care proxies, ensuring assets are distributed according to wishes and healthcare decisions are legally documented. Their expertise extends to elder law, including Medicaid (MassHealth) planning and asset protection strategies to safeguard "hard-earned life savings" when long-term care becomes a consideration. For businesses, the firm provides valuable guidance in business law matters, including formation, contracts, and succession planning. They also handle probate matters, guiding families through the estate and trust administration process. Furthermore, their services encompass real estate law for both residential and commercial transactions, as well as complex taxation issues at both federal and state levels. The ability to advise residents of multiple states on nuanced estate planning matters, as highlighted by a client residing in two different states, underscores their specialized knowledge in multi-jurisdictional planning.

Key features that distinguish Beliveau Law Group, LLC include the remarkable depth of knowledge possessed by its attorneys, particularly in the interconnected areas of law, taxation, and estate planning. Clients are consistently "impressed with her depth of knowledge in law, taxation, and estate planning." This expertise is complemented by their ability to explain complex legal concepts in an understandable way, making daunting subjects like "legalese" accessible to everyday individuals. Their patient approach ensures that clients are fully informed and comfortable with every step of the legal process. The collaboration between David and Margaret is also highlighted as an "excellent team," providing a synergistic approach to client solutions. David Beliveau's credentials as an attorney and a CPA add a significant advantage, allowing the firm to provide holistic financial and legal advice, particularly beneficial for high-net-worth individuals and those with complex tax considerations. The firm's established presence for over 20 years signifies stability, experience, and a proven track record of serving families' evolving needs.

Promotional information, gleaned from the glowing testimonials, positions Beliveau Law Group, LLC as an indispensable resource for critical life decisions. Clients who "came highly recommended" were "not disappointed," and the firm has "handled my families needs for over 20 years." These powerful endorsements speak volumes about their consistent quality and trusted reputation. The recurring themes of "professionalism," "genuine and caring interest," and the ability to provide "helpful advice" create a compelling narrative for prospective clients. For anyone in Massachusetts, New Hampshire, or Florida seeking expert guidance in estate planning, elder law, business law, or taxation, Beliveau Law Group, LLC offers a compelling promise of knowledgeable, patient, and comprehensive legal support. Their commitment to building long-term relationships and proactively addressing clients' evolving needs makes them a premier choice within the "Lawyers Near Me" category, ensuring peace of mind for individuals and their families for generations.