We are a boutique law firm providing innovative elder law, estate planning, Medicaid planning, tax planning, tax preparation, asset protection planning, and other wealth management services for individuals and their families. Member of the Massachusetts Chapter of the National Academy of Elder Law Attorneys, the Association of CPA Financial Planners, the Mass Bar Association, and the AICPA Personal Financial Planning Section.
Services
We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us.
The following pages should give you an idea of what we're all about.
We hope you enjoy them!
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
Read our company blog for interesting posts about our activities and thoughts on the latest financial news.
The following pages should give you an idea of what we're all about.
We hope you enjoy them!
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
Read our company blog for interesting posts about our activities and thoughts on the latest financial news.
The Law Offices of Joseph D. Cataldo, P.C. is a full-service elder law, estate planning, medicaid planning, tax preparation, tax planning and wealth management law firm located in Everett, Massachusettts.
Joe has been a practicing CPA for over 40 years and a practicing attorney for over 30 years.
He also holds a masters degree in taxation from Bentley College and a juris doctors degree from Suffolk University Law School.
He holds the Personal Financial Specialist designation from the American Insititute of Certified Public Accountants and is a Certified Financial Planner.
Joe has been a practicing CPA for over 40 years and a practicing attorney for over 30 years.
He also holds a masters degree in taxation from Bentley College and a juris doctors degree from Suffolk University Law School.
He holds the Personal Financial Specialist designation from the American Insititute of Certified Public Accountants and is a Certified Financial Planner.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Our firm is one of the leading firms in the area.
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms.
We make sure that every client is served by the expertise of our whole firm.
Our firm is one of the leading firms in the area.
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms.
We make sure that every client is served by the expertise of our whole firm.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
As a small business owner you have more important things to do than to keep your own books.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
Opening your own business is exciting and thrilling.
It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
Opening your own business is exciting and thrilling.
It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
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