Advising Through

Life's Big Moments

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Tax

Tax

Every transaction you engage in can have tax consequences.

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Estate Planning

Estate Planning

Estate planning should be a shared experience within the family.

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Business

Business

Our goal is to create a plan that accomplishes your financial & personal goals.

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Real Estate

Real Estate

We will assist in facilitating your real estate deal, and more.

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Our daily blog discusses issues pertaining to Estate, Tax, Business planning, and more.

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Join the Total Counselor every Tuesday from 9 - 10 a.m. as Allen speaks with various professionals about the benefits of having Minds around the Table℠ when you are devising your estate and financial plans.

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Welcome.

Attorney Allen J. Margulis has built his practice on the premise of being a comprehensive, personal and business attorney for his clients. Practicing in the areas of Estate, Tax and Business planning, he focuses on developing thorough and meaningful relationships that are founded on the aspirations of clients and their families and businesses. The firm embraces the "Team Approach", working closely with professionals of other disciplines to maximize protection and planning for his clients. He believes that by having all the “heads” around the table, the clients' interests are put first and checks and balances are established and maintained.

The multidisciplinary nature of his practice focuses on minimizing income and estate tax, wealth protection and transfer, business planning and maintenance, and succession planning. Our philosophy is to provide “total counsel” through understanding, integrity and expertise. As a professional, Allen stays abreast of industry trends and technology through continuing education and attending national conferences. He strives to incorporate these trends in his practice so as to provide the most up to date services possible.

Allen is admitted to practice as an attorney in Massachusetts and New York. Originally from New York, he received his Juris Doctorate from Suffolk University Law School, his Masters in Taxation from Northeastern University and his Bachelors of Science in Finance from Northeastern University. He lives in Natick with his wife, Heather, their sons, Samuel and Benjamin along with their poodle, Fozzie.

Allen was energetic, professional, and very knowledgeable. He provided great examples and scenarios to explain complex issues and then related them to our family’s estate plan needs. Completing an estate plan is an absolute necessity for everyone! The one-time investment gives us a great feeling of security, knowing our children, family, and assets are protected and our wishes are clearly documented.

- Tim and Heather M., Upton, MA

I needed a Will and estate planning done for both my elderly mother and myself. Allen was referred by a friend and I decided to take a chance and see what happens. I was surprised and pleased with the response and attention that he gave to my mother and me and at how easily everything was done. I am very happy with my association with Allen and glad that those outstanding matters were taken care of.

- Anonymous

I hired Allen three years ago as my tax advisor for my personal taxes and he now does my personal and corporate taxes while serving as a trusted advisor of my business. Allen, in very quick manner, can put himself in your shoes, identify the situation affecting you, and give solid advice and recommendations to fix and/or grow your company. From my perspective, he is a true advocate for you and your business. He’s assembled a terrific staff and gives customer service an entirely new definition. I never thought an attorney and tax accountant could offer the services he does. I recommend Allen wholeheartedly- he’s worth it.

- TG, Massachuetts

It has been an absolute pleasure working with Allen Margulis and his staff at Total Counsel Law Group. Allen attentively listens to his client’s needs, concerns and goals. He began by taking the time to counsel me on the most beneficial entity for my business, and then he went the extra mile by counseling me on how to be a successful business owner – not what I expected from an attorney … He consistently amazes me in his attention to detail, his ability to explain topics that seem foreign to me, and his reliable communication … I have never felt as comfortable, relaxed and taken care of at an Attorney’s office as I do with Total Counsel Law Group.

- Kelly Pelissier, Principal, Sage Hill Design

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Total Counsel Law Group | 5 Commonwealth Rd., Suite 3A, Natick, MA 01760 | 508.650.9900 | info@totalcounselor.com

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Total Counsel Law Group serves clients throughout Natick, Massachusetts and the Surrounding Areas, including Weston, Dover, Wellesley, Wayland and more. Call today for more information about Estate Planning, Wills and Trusts, Powers of Attorney, Tax Planning Advice, Tax Preparation, Tax Liabilities, Accounting and Bookkeeping for Small Business Owners, Business Succession Planning for Retiring Business Owners, Title Insurance Agents, and Real Estate Representation through Purchase and Sale Agreements, even Short Sale Negotiations.

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