Wills, Trusts, & Estate Planning
Our estate planning services include:
-
Wills and living wills
-
Trusts
-
Powers of attorney
-
Health care proxies
We take the time to explain each option clearly so you can make confident, informed decisions about your future and your legacy.
Services
Thoughtful estate planning gives you peace of mind and protects the people you care about most.
We work closely with each client to create customized plans that reflect their goals, family needs, and financial circumstances.
Wills
A Will is a document where you specify what you want to happen to your property when you die. A Will also contains your wishes as to who will be the Executor of your estate and who will be the Guardian of your minor children. A Will can also contain a Trust to manage the estate for your children’s benefit and the ages at which they will receive their inheritance. Without a Will, the laws of the State, and not you, will decide who gets your property, and in what percentages.
Trusts
Are another Estate Planning tool that can be helpful in certain situations. A well drafted Trust can help you protect your assets, avoid the expense of the Probate process, and ensure a smooth transition of wealth to your beneficiaries.
Durable Power of Attorney
Thoughtful planning to protect your family, your assets, and your wishes for the future.
Health Care Proxy
This important document appoints someone who can make enforceable medical decisions for you if you become unable to express your own wishes. This becomes increasingly important as we age and in cases of serious illness.
Additionally, many clients request a LIVING WILL. The Living Will is a document where you state, in advance, that you do not wish to receive extraordinary or artificial means of life support in certain terminal situations. Although not a legally enforceable in Massachusetts, the Living Will can serve as a guide for your Health Care Proxy as to what your wishes are.