Guide to Estate Planning: Summary
Overview of Estate Planning ResourcesEstate planning is a crucial step in securing your legacy, protecting your assets, and ensuring your loved ones' financial well-being. Whether you're considering wills and trusts, understanding the importance of estate plans, or wondering about the consequences of not having one, the links below provide valuable insights and answers to common questions. Let's embark on a journey to safeguard your estate, plan for the future, and address the critical aspects of legacy protection.
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Legacy Protection Explained
- Understand the fundamentals of preserving your legacy and safeguarding your assets through estate planning.
- Explore the specifics of wills and trusts in Massachusetts to determine the best approach for your estate plan.
- Discover the compelling reasons why having an estate plan in place is crucial for your financial and familial well-being.
- Learn about the legal consequences and complexities that arise when you pass away without a valid will.
- Gain valuable insights from real-life case studies, illustrating the importance and impact of effective estate planning, and some common mistakes.
- Identify common barriers and concerns that may be preventing you from initiating your estate planning journey.
- Explore the situations and life events that should prompt you to revisit and update your existing estate plan.
- Get answers to frequently asked questions about estate planning, ensuring you have a clear understanding of the process.
- Understand the most common and misleading myths about estate planning.
- Learn how you can get started on the road to peace of mind with a comprehensive estate plan.
Need Help Getting Started on Your Estate Plan?
Schedule a free informational callback from a member of our team to learn more about how we can help you get a plan in place.
Meet Our Estate Planning Lawyers
Emily Smith-Lee is the owner and founder of slnlaw. She is a 1996 graduate of Boston College Law School. She was previously a partner at the Boston office of a large international firm, where she worked for thirteen years before starting the firm that became slnlaw in 2009. She has been recognized as Massachusetts Superlawyer each year since 2013, and in 2018 earned recognition as one of Massachusetts Lawyers Weekly's Lawyers of the Year.
Jenna Ordway: Jenna is a 2013 graduate of Quinnipiac Law School, and also earned an LLM in Taxation from Boston University in 2015. She has been affiliated with slnlaw since 2011, first as a law clerk and then as an attorney. Jenna has been recognized since 2019 as a "Rising Star" by Massachusetts Superlawyers. Jenna wrote a book on estate planning: The Road to Peace of Mind: What You Need to Know About Estate Planning. Jenna has helped many individuals and families with planning to protect their legacies and loved ones, and planning for the future and succession of their businesses.
Sharleen Tinnin: Sharleen is a 2010 graduate of Northeastern University School of Law, and earned her LLM in estate planning from Western New England Scool of Law in 2016. She has been with slnlaw since 2023. Prior to joining slnlaw, she worked with King, Tilden, McEttrick & Brink, P.C. on complex civil litigation matters. She previously worked for the United States Department of Justice, and received an "Excellence in Justice" award in 2017. Sharleen has helped many clients with planning for their legacies and their future, and navigating the probate process in Massachusetts after the death of a loved one.
How We Can Help
We are ready to help. We understand this can be a difficult issue to tackle, so we have designed our process to make it as easy as possible for you to get the plan in place that protects you and your family and accomplishes your goals. You can use the button below to schedule a free information call, or simply give us a call at 781-784-2322.