Natalie C. Logan

Personal Introduction

Natalie has a talent for making complex things easier, especially when walking clients through important decisions about their family finances. Her unique combination of technical precision and genuine empathy has made Natalie a trusted advisor for dozens of Massachusetts families and business owners. Natalie excels at making people feel comfortable while ushering them through the estate planning process with maximum efficiency. Ask any client, and they’ll tell you she’s incredibly good at meeting people where they’re at. Whatever your comfort level with the intricacies of estate planning, Natalie will make sure you understand your options at every step of the journey. Natalie’s top priority is helping people proactively protect what they’ve built. She advises clients on estate and tax planning, trusts, and estate administration, carefully helping each client build a plan that meets their unique needs and goals. A native of Dallas, Texas, Natalie’s law career began shortly after graduating with a Master of Music in Voice Performance from the Boston Conservatory. She then headed to law school, where she discovered an endearingly nerdish passion for tax law. During law school, Natalie was the President and Founder of the Tax Law Society (see nerdish passion above) and served as a law clerk at several estate planning and elder law firms, including the Law Office of Robert E. Romano, Esq. and Cushing & Dolan, P.C. With empathy and understanding, Natalie takes the time to listen to her clients’ stories, gaining a comprehensive understanding of their unique circumstances. This compassionate approach enables Natalie to tailor personalized estate plans that address her clients’ needs, dreams, and legacy. In addition to her artistic prowess, Natalie possesses a formidable intellect and has achieved exceptional legal qualifications. Her extensive knowledge of tax law allows her to navigate the complexities of estate taxation and minimize potential burdens for her clients. Whether it’s creating trusts, drafting wills, or implementing sophisticated tax strategies, Natalie provides comprehensive counsel that ensures her clients’ estates are optimized, protected, and transferred efficiently. Above all, Natalie is an attorney who cares—about her clients and her community—with a professional and personal philosophy that includes giving back. For a number of years, she volunteered as a certified advanced tax preparer with the Volunteer Income Tax Assistance (VITA). Today, Natalie is pursuing her LL.M. in Taxation from the Graduate Tax Program at Boston University School of Law.