Probate & Estate Planning Attorney
Very few people are excited about estate planning and meeting with an estate planning attorney. Although this is understandable, I assure you that it is something that every family should do, and the process of estate planning is not nearly as difficult as you may think. . Even a new family starting out, whether you have significant assets or not, should have legally binding plans in place to at least dictate how your children will be taken care of.
Proper estate planning now ensures that your affairs are handled as you want them, and it helps avoid family conflict and needless costs that accompany the disposition of an unplanned estate. Without proper estate planning, your assets will be distributed according to state statute, and NOT according to your wishes.
As an estate planning attorney I can assist you with:
- Preparation of, and counseling regarding, wills
- Durable powers of attorney
- Living wills/health care proxies
- Simple trusts for your children
- Probate of testate and intestate estates
- Trust administration
- Trusts in lieu of wills, and
- Other planning options
My client base is primarily under the Massachusetts estate tax threshold. I can offer advice and drafting of legal documents for tax issues and Medicaid qualification planning. I also have at my disposal a network of trusted and experienced legal and tax professionals for when you need more advanced planning.
Succession planning for your small business is also an important part of your estate planning. I can assist with drafting buy-sell agreements for any contingencies (such as death of one of the business owners). Even if you are just starting your business, we all recognize that life can bring unfortunate surprises at any time, and you need to be ready for them.
I can also provide services in the probating of large or small estates, and in seeking the appointment of guardians or conservators.