<strong>Estate Plan Analysis</strong>

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.

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.

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Preserve Assets

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

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Estate Tax Planning

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

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Family Care Policies

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

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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.

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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

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.

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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®

Best in State Wealth Advisors
Forbes magazine 2018-2023


Financial Times Top 400 Financial Advisers
Financial Times 2015-2020 Top 1,200


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2023

Barron's Top 100 Independent Advisors
Barron's, 2020-2023


Five Star Wealth Manager
Boston Magazine 2018-2023


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 2018-2023


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023



2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2015-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. The 2020 award was presented in October 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Financial Times for more award information.
2014-2023 Barron's Top 1200 Advisors and 2010, 2012, 2013 Barron's Top 1000 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 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.
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. Visist Barron's for most recent award information.
2018-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 02/23 based on data gathered within 12 months preceding the issue date. 3,923 Boston-area advisors were considered, 578 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 Five Star Professional.