Massachusetts Estate Planning Solutions
Are you looking for comprehensive estate planning services to secure your family's future? While no one likes to dwell on thoughts of their own mortality or potential incapacity, ensuring that you have a solid estate plan in place is vital.
Here are some questions to consider:
Our dedicated estate planning team is here to guide you through the process, making it as straightforward as possible. We understand that each individual's needs are unique, and our services are tailored to help you achieve your specific goals. Whether it's drafting a simple will to name guardians for your children and a personal representative, setting up trusts for the gradual distribution of assets according to your wishes, or establishing trusts to protect your assets from long-term care expenses or estate taxes, we have the expertise to address a wide range of situations. What's even better is that we offer the convenience of remote consultations and services for most of the estate planning process. This means you can take care of everything you need from the comfort of your own home, with the exception of the final signing. Don't let uncertainty about the future hold you back. Take the first step towards securing your family's well-being by reaching out to our estate planning experts today. Estate Planning: Why Do You Need It?You may think you are not wealthy enough to consider estate planning. If you are a married couple you may think that you do not need an estate plan because most of your assets are real estate and life insurance which will pass to your spouse anyway.
There are many reasons you need an estate plan, however. These include avoiding the probate process, making a plan for minor children, and creating a health care proxy and durable power of attorney so that someone can make decisions for you if you are unable to. There are also special considerations if you or your spouse is not a United States citizen. |
Need Help With Your Estate Plan?OR
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Need Help Getting Started on Your Estate Plan?
We have a FREE online workshop with one of our experienced estate planning attorneys to help give you the answers you need to get started on your road to peace of mind.
Estate Planning Goals: Achieving Your Family's Needs and Wishes
The objectives of your estate planning efforts will naturally align with your family's unique needs and your personal wishes. Below, we outline various goals that you can accomplish through a well-crafted estate plan:
- Guardianship for Minor Children: Designate a guardian for your minor children, typically specified in your will.
- Asset Distribution: Ensure that your assets are distributed to your chosen beneficiaries, a task achievable through your will and/or trust.
- Asset Management for Minor or Young Adult Beneficiaries: Appoint a trusted adult to oversee and manage assets when your children inherit, providing guidance to their legal guardians. This is often achieved through one or more trusts.
- Lifetime Support for a Surviving Spouse: Provide for your surviving spouse while preserving assets for eventual transfer to your children or other family members. This goal is typically accomplished through a combination of wills and trusts.
- Estate Tax Planning: Minimize or avoid liability for federal or Massachusetts estate taxes, an essential aspect of comprehensive estate planning.
- Medical Decision-Making: Appoint an individual to make medical decisions on your behalf if you become unable to do so, using a health care proxy.
- Financial and Legal Decision-Making: Designate a trusted agent to make financial or legal decisions when you are unable to through a durable power of attorney.
- Probate Avoidance: Minimize the need to hire lawyers for probate court proceedings by utilizing a combination of wills and trusts, often including a living trust.
- Special Needs Planning: Provide for a child with special needs without jeopardizing government benefit eligibility by establishing a Special Needs Trust.
- Asset Protection from Assisted Living Costs: Protect real property and other assets from the expenses of assisted living through a Medicaid or Irrevocable Trust.
- Post-Divorce Protection: Ensure the continued safeguarding of yourself and your assets after a divorce.
- Blended Family Planning: Address the distinct estate planning requirements that arise in blended families.
- Business Succession: Plan for the smooth transition of your business in the event of your death or disability.
- Pet Care: Guarantee the proper care and support of your beloved animals after your passing.
How Our Estate Planning Lawyers Can Help
We understand how personal this decision is. We also understand that individuals and families all have unique needs and wishes- we are not here to judge those wishes, but simply to help make sure they come to pass.
Our lead estate planning lawyer, Jenna Ordway, has been helping families prepare their estate plans since 2013. In addition to her law degree, Jenna has a masters degree (LLM) in taxation, and has written a book "The Road to Peace of Mind- What You Need to Know About Estate Planning") to help you better understand the issues and your options as you consider your estate plan.
Our founder and owner, Emily Smith-Lee, has been practicing law for 24 years, and has operated her practice as a local small business for the past ten years. She has been named on the Massachusetts Super Lawyers List every year since 2013, and was named a 2018 Lawyer of the Year by Massachusetts Lawyers Weekly.
Our lead estate planning lawyer, Jenna Ordway, has been helping families prepare their estate plans since 2013. In addition to her law degree, Jenna has a masters degree (LLM) in taxation, and has written a book "The Road to Peace of Mind- What You Need to Know About Estate Planning") to help you better understand the issues and your options as you consider your estate plan.
Our founder and owner, Emily Smith-Lee, has been practicing law for 24 years, and has operated her practice as a local small business for the past ten years. She has been named on the Massachusetts Super Lawyers List every year since 2013, and was named a 2018 Lawyer of the Year by Massachusetts Lawyers Weekly.
Jenna Ordway
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