Estate Plan Analysis

Your estate encompasses everything you are proud of in your lifetime, including assets, savings, property, and more. Learn the best way to plan for your estate’s security, in any event, to continue your legacy and support your financial wishes.

Strengthen Your Legacy With Support for Your Wishes

A sound estate plan provides you greater control over your assets during your lifetime. Our planning strategies can help protect your legacy and provide a plan for everything you want to happen with your wealth, assets, property, and more when you no longer need them.

  • You’ll get help creating a customized plan that supports your best wishes for your finances, assets, and estate in the event you are no longer able to control them.

  • You'll receive guidance on the best way to plan to preserve or distribute your assets as needed with appropriate distribution to your heirs and charities.

  • Your wishes are legally documented to help attorneys and your family correctly handle your estate through anything, including new marriages, new births, and more.

Strengthen Your Legacy With Support for Your Wishes

A sound estate plan provides you greater control over your assets during your lifetime. Our planning strategies can help protect your legacy and provide a plan for everything you want to happen with your wealth, assets, property, and more when you no longer need them.

1.

You’ll get help creating a customized plan that supports your best wishes for your finances, assets, and estate in the event you are no longer able to control them.

2.

You'll receive guidance on the best way to plan to preserve or distribute your assets as needed with appropriate distribution to your heirs and charities.

3.

Your wishes are legally documented to help attorneys and your family correctly handle your estate through anything, including new marriages, new births, and more.

Family playing with paper boats in a stream

Make Estate Planning a Positive Experience for Your Loved Ones

Planning ahead for the protection, transfer, and distribution of your estate can make the process much simpler and easier for your family and loved ones. Additionally, estate planning helps your family avoid the complex probate process in court.

Preserve Assets Icon

Preserve Assets

Our advisors can help you make a plan to preserve assets in the event of incapacity.

Estate Tax Planning Icon

Estate Tax Planning

Estate taxes can be costly; let us help you plan ahead to mitigate these expensive pitfalls.

Family Care Policies Icon

Family Care Policies

Get a personalized plan that documents long-term family care costs, education fees, and more.

Shield Your Estate Icon

Shield Your Estate

You’ll get planning to help cover your estate from high court costs, taxes, professional fees and more.

Remain In Control With Sophisticated Estate Planning

If you don’t plan for the outcome of your estate, it may inevitably be done for you by a third party. Let Bartholomew & Company help you get ahead of life’s curveballs to plan for your wishes.

Wills and Trusts Icon

Wills & Trusts

Make sure your wills and trusts include plans to protect your family and legacy in any event. Our advisors can help.

Powers of Attorney Icon

Powers of Attorney

You’ll get help choosing powers of attorney to have confidence in knowing you’ll have financial control - even when not around.

Let us work in collaboration with you, your CPA, and your attorney to create a personalized estate plan that supports your wishes, protects your legacy, and helps you leave your mark.

Older couple shaking hands with financial advisor

Build Your Financial Future Today

Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation.

Industry Awards & Recognitions

Thomas J. Bartholomew, President, AIF®

Top 100 Financial Advisors

Barron’s magazine 2024


Best in State Wealth Advisors
Forbes magazine 2018-2024


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2024

Barron's Top 100 Independent Advisors
Barron's, 2020-2024


Five Star Wealth Manager
Boston Magazine 2018-2024


Top 1,000 Financial Advisors in America/Top 25 in Massachusetts Barron's magazine 2013, 2012, 2010


Joshua A. Paul, Senior Vice President, CFP®, AIF®

Five Star Wealth Manager
Boston Magazine 2018-2024


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023-2024



2024 Barron’s Top 100 Advisors, created by Barron's. Presented in May 2024 for the previous year. 1,160 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/4uy89wxt 


2018-2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3kkrphcm

2014-2024 Barron's Top 1200 Advisors and 2012-2013 Barron’s Top 1000 Advisors, created by Barron's. Presented in March 2024 based on data gathered from Sept 2022 to Sept 2023. 6,505 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3kkrphcm

2020-2023 Barron's Top 100 independent advisors, created by Barron's. The 2023 award was presented in September 2023 based on data gathered from June 2022 to June 2023. 476 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Barron's for most recent award information.


2018-2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 advisors were considered, 580 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com