Estate Planning with Sheri Montecalvo

Estate Planning with Sheri Montecalvo

@estateplanningwithsheri

Estate Planning with Sheri L. Montecalvo, LLC is a boutique law firm with over 18 years of experience serving clients in Rhode Island, Massachusetts, and Connecticut. The firm provides personalized estate planning, Medicaid planning, business succession planning, tax planning, and probate and trust administration services, helping individuals and families protect their assets, preserve their legacy, and achieve long-term peace of mind.

Joined Jan 2026 Providence, United States estateplanningwithsherimontecalvo.com/
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Estate Planning with Sheri Montecalvo posted a new writeup in Legal Jun 15, 2026
What Happens if You Die Without a Business Succession Plan?
Legal What Happens if You Die Without a Business Succession Plan?

For many entrepreneurs, a business is more than a source of income; it's a legacy built through years of dedication, sacrifice, and strategic decision-making...


Estate Planning with Sheri Montecalvo posted a new writeup in Legal May 11, 2026
How a Business Succession Planning Lawyer Helps Minimize Tax and Probate Issues
Legal How a Business Succession Planning Lawyer Helps Minimize Tax and Probate Issues

For many business owners, years of hard work go into building a successful company that supports employees, clients, and family members. However, without a c...


Estate Planning with Sheri Montecalvo posted a new writeup in Legal Apr 10, 2026
Common Mistakes to Avoid When Applying for Guardianship
Legal Common Mistakes to Avoid When Applying for Guardianship

Applying for guardianship is an important legal step that allows an individual to make decisions on behalf of someone who is unable to do so independently. W...


Estate Planning with Sheri Montecalvo posted a new writeup in Disability Mar 13, 2026
Common Mistakes Families Make Without a Special Needs Planning Attorney
Disability Common Mistakes Families Make Without a Special Needs Planning Attorney

Planning for the future of a loved one with disabilities can be complex and emotionally challenging. Families often want to ensure their child or depe


Estate Planning with Sheri Montecalvo posted a new writeup in Legal Feb 16, 2026
Signs You Should Hire a Probate Lawyer Immediately
Legal Signs You Should Hire a Probate Lawyer Immediately

When a loved one passes away, families are often left managing grief while also facing complex legal and financial responsibilities. The probate proce


Estate Planning with Sheri Montecalvo posted a new writeup in Business Jan 9, 2026
Common Asset Protection Mistakes That Put Your Wealth at Risk
Business Common Asset Protection Mistakes That Put Your Wealth at Risk

Building wealth takes years of hard work, discipline, and smart decision-making. Unfortunately, many individuals and business owners fail to protect w