Legacy Gurus, PLLC

Legacy Gurus, PLLC Legacy Gurus is a values-based estate planning practice dedicated to making estate planning accessible, personalized, and impactful.

We believe every family deserves the peace of mind that comes with a well-crafted plan.

If you’re currently helping your kids with homework while also helping your parents navigate doctor’s appointments, you ...
06/02/2026

If you’re currently helping your kids with homework while also helping your parents navigate doctor’s appointments, you aren't alone.

Gen X is often called the "Sandwich Generation" for a reason. You’re squeezed between two generations that both need your energy, time, and care. It’s rewarding, but let’s be honest: it’s also exhausting.

When you’re in the thick of it, the last thing you want to think about is legal paperwork. But here’s the reality: having a plan in place is one of the kindest things you can do for yourself and your family. Whether it’s ensuring your parents have a solid Power of Attorney so you can help them with bills, or making sure your own "just in case" plan includes guardianship for your kids, getting these details sorted means one less thing on your plate.

We focus on making these conversations down-to-earth and manageable. No stuffy offices, no confusing jargon: just practical steps to help you protect the people you love.

If you’re feeling the squeeze, we’re here to help you find some breathing room.

Amanda

How fit is your legacy plan?Athletes spend years training their bodies and protecting their performance, but legal and f...
06/02/2026

How fit is your legacy plan?

Athletes spend years training their bodies and protecting their performance, but legal and financial foundations often get overlooked until something goes wrong. Whether you're navigating a new contract or thinking about your family's future, knowing where you stand is the first step toward true security.

The Athlete Legacy Fitness Check is a quick self-assessment designed specifically for the unique needs of professional athletes. It helps you identify strengths and gaps in foundational areas like incapacity planning, choosing decision-makers, and setting beneficiary goals.

It’s not about pressure or fear; it’s about giving you the same clarity in your planning that you have in your game.

Take the check here: https://athlete-legacy-fitness-check.netlify.app/athlete_legacy_temperature_check.html

We are proud to have on the team helping athletes think beyond the finish line. Your career is powerful, but your legacy can be even more impactful with the right protection in place.

Amanda

Any Scream franchise fans out there?!? Getting your estate plan completed doesn't have to be SCARY! 👻 🔪 Call 🤙 us at 978...
06/01/2026

Any Scream franchise fans out there?!? Getting your estate plan completed doesn't have to be SCARY! 👻 🔪 Call 🤙 us at 978 351 8383 or visit us at legacygurus.com to get started!

05/31/2026

We get it - you're BUSY! That is why we try to make estate planning as easy as possible for you. It's as easy as: CALL US, DESIGN YOUR PLAN, SIGN YOUR PLAN. We will help you with every step along the way and AFTER so that your plan works when your family needs it to.

When it comes to protecting your home and life savings from nursing home costs, not all trusts are created equal.A commo...
05/31/2026

When it comes to protecting your home and life savings from nursing home costs, not all trusts are created equal.

A common question we hear is: "I have a trust, so I'm protected, right?" The answer depends on which type of trust you have.

Revocable Trust:
- You keep full control and can change it anytime.
- Excellent for avoiding the probate process.
- These assets are still considered "yours," meaning they aren't protected from Medicaid or nursing home costs.

Irrevocable Trust:
- You relinquish some control over the assets (the legal trade-off).
- This is the tool specifically designed for asset protection.
- In states like MA and NH, these can protect your home from long-term care costs once the 5-year look-back period has passed.

Choosing between them isn't about which is "better": it's about which one fits your specific goals for the future.

We’ve created a free mini-course to help you navigate these rules with clarity and confidence. You can watch it here: https://www.legacygurus.com/learn/trusts-long-term-care

Amanda

The biggest threat to a smooth probate process isn't usually a family feud: it’s a missing piece of paper.When you’re al...
05/30/2026

The biggest threat to a smooth probate process isn't usually a family feud: it’s a missing piece of paper.

When you’re already grieving, the last thing you need is a months-long delay because of an overlooked MassHealth claim, a missing property title, or a "red tape" snag you didn't see coming.

Probate is essentially a massive organization project. The more organized you are from day one, the faster you can close this chapter and focus on your family.

We created our Probate Organization Tool to act as your shield against these common delays. It’s a practical, step-by-step guide to help you:
- Identify required documents before you need them.
- Track communication with state agencies.
- Stay ahead of deadlines in MA, NY, NH, CO, or TN.

You don’t have to do this by guesswork. Grab the guide and get the clarity you need to move forward.

Download the guide here: https://www.legacygurus.com/probate-guide

Amanda

Movies and TV make probate look like a high-stakes courtroom battle filled with family feuds and dramatic reveals. In my...
05/28/2026

Movies and TV make probate look like a high-stakes courtroom battle filled with family feuds and dramatic reveals. In my experience, the reality is a lot less Hollywood and a lot more like a complex project management task.

It’s about tracking down documents, checking boxes, and staying organized during an already emotional time. It doesn’t have to be a nightmare: it just needs a clear system.

If you’re feeling overwhelmed by the paperwork, we built something to help. Our Probate Toolkit is designed to turn that "mountain" of tasks into a manageable checklist. It includes a step-by-step guide and an organization tracker to keep everything in one place.

You don’t have to guess what comes next. You can download the toolkit for free at legacygurus.com/probate-guide.

We’re here to help you move through the process with clarity and calm.

Amanda

When it comes to long-term care, one of the biggest worries I hear is, "Will I lose everything I've worked for to nursin...
05/28/2026

When it comes to long-term care, one of the biggest worries I hear is, "Will I lose everything I've worked for to nursing home costs?"

It’s a valid concern. The cost of nursing home or in-home care can quickly deplete the assets you intended to leave for your family. This is where "asset protection" through an Irrevocable Trust comes into play.

An Irrevocable Trust can help shield your home and savings from being counted toward Medicaid asset limits. It’s about creating a safe harbor for your legacy, ensuring that your life’s work stays within your family rather than being entirely consumed by care costs.

Understanding the timing and rules (like the 5-year look-back period) is essential to making this work. We’ve put together a mini-course to break down exactly how these trusts function in the context of long-term care.

Find the clear, practical steps here: https://www.legacygurus.com/learn/trusts-long-term-care

No pressure, just facts to help you plan with confidence.

Amanda

05/28/2026

Here are 3️⃣ mistakes I see people make when trying to protect their family home as an estate planning attorney. There's better ways to protect what you've worked for!

Morning lift 🏋️‍♀️Morning run 🏃‍♀️🐺Morning hot girl walk 🚶‍♀️🐺Morning coffee ☕ with my girl Loving dog friendly establis...
05/27/2026

Morning lift 🏋️‍♀️
Morning run 🏃‍♀️🐺
Morning hot girl walk 🚶‍♀️🐺
Morning coffee ☕ with my girl
Loving dog friendly establishments ❤️

Address

40 Kenoza Avenue
Haverhill, MA
01830

Telephone

+19785019148

Website

https://www.eventbrite.com/e/toast-trusts-estate-planning-for-retirees-tickets-198158352366

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