Unlocking the Power of Estate Planning: Why, When, and How
The Three Essential QuestionsWelcome to our summary of the three essential topics when thinking about your estate plan: why estate planning is crucial, when you need an estate plan based on life stages and unique circumstances, and how to initiate your estate planning journey with a step-by-step guide. Whether you're just starting or considering updates to your existing plan, our goal is to provide you with valuable insights and expert guidance to make informed decisions and secure your peace of mind.
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One: The Vital Importance of Estate Planning: Protecting Assets, Minimizing Taxes, and Ensuring Your Wishes
Estate planning is essential to protect your legacy and loved ones. Learn why it's crucial, from avoiding probate and preserving assets to safeguarding against long-term care expenses and estate taxes. Ensure your wishes are honored, even in complex family dynamics or times of incapacity. We delive into these topics in more detail in "Who Needs an Estate Plan."
Two: When Do You Need an Estate Plan: Life Stages and Key Milestones
Estate planning isn't one-size-fits-all. Discover when you need an estate plan based on life stages and specific circumstances, including marriage, starting a family, approaching retirement, and unique situations like having a child with special needs or addressing estate planning as an LGBTQ+ family. Find out why regular updates are essential to keep your plan aligned with your financial situation and goals. Delve into this topic in more detail in "When Do You Need an Estate Plan."
Three: Starting Your Estate Plan: A Step-by-Step Guide
Embark on your estate planning journey with confidence. This step-by-step guide helps you identify your assets, set clear goals, and understand key elements like mental capacity and role designations. Consult with our experienced estate planning attorneys at slnlaw, who specialize in tailoring plans to your unique needs and ensuring peace of mind through a simple five-step process. You can also learn more at "Getting Started With Your Estate Plan."
Need Help Getting Started With Estate Planning?
Schedule a free informational callback from a member of our team to learn more about how we can help you get started on the estate plan that is right for you.
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
Our experienced estate planning attorneys at slnlaw are here to guide you through the estate planning process, providing expert advice and tailored solutions based on your unique needs. We specialize in ensuring your peace of mind, no matter your life stage or circumstances. You can start now by using the button below to schedule a free information call, or simply give us a call at 781-784-2322.