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Road to Peace of Mind Estate Planning

​​Estate Planning Resources: wills and trusts and other topics

What happens if you or a loved one die without a will in Massachusetts?  Click here for a summary of how assets are passed without a will, also known as intestate succession.

Will your family have to pay an estate tax?  The federal exemption from estate taxes is much higher than the Massachusetts exemption, so you may be below the federal limit but still need to plan for the Massachusetts estate tax.  Review these guides to the Massachusetts estate tax and the federal estate tax for more information.  A combination of wills and trusts prepared by an estate planning lawyer can help you avoid or minimize this tax burden.

What if you have a special needs child? Review some issues and considerations in estate planning for special needs children. An experienced wills and trusts attorney can help you plan for your child.

In order to make the most out of your first meeting with an estate planning lawyer, you may want to gather some information ahead of time. A sample questionnaire is available here.  Do not worry if you don't have all of the information in the form available- your attorney will work with you to gather anything needed to prepare your estate plan, but this will give you an idea of the kinds of things he or she will need to know.

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