MORTON LAW
http://mortonlawllc.com
Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: Massachusetts
Mikaela E. Rodrigues focuses her practice on estate planning and associated issues. She has worked closely with individuals and families to develop thoughtful, customized plans that protect assets, minimize tax exposure, and provide peace of mind for future generations.
Earlier in her career, Mikaela also gained significant experience in family law and landlord-tenant disputes, helping clients navigate complex and emotionally charged situations with compassion and clarity. Over time, her practice evolved to focus more deeply on estate planning, where she continues to bring both technical skill and a client centered approach.
Mikaela’s background includes working with a wide range of clients, young families just beginning their planning journey to high-net-worth individuals requiring advanced strategies. Her commitment to understanding each client’s unique goals and concerns is at the heart of her practice.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.