Business Details
Your Trusted Estate Planning Lawyer in Bolton, MA
I founded John Costanzo Law to provide accessible, client-focused estate planning services rooted in empathy and clarity. With a background in psychology and counseling gerontology, I bring a unique perspective to legal matters, understanding the emotional and practical complexities families face. After earning my J.D. from Suffolk University Law School and becoming licensed in Massachusetts and New Hampshire, I dedicated myself to demystifying estate planning. My practice emphasizes straightforward communication, ensuring clients fully understand their options and feel confident in their decisions.I prioritize personalized service, traveling throughout Eastern Massachusetts to meet clients where they are. My experience in psychiatric care informs my compassionate approach, treating every family as I would my own. I specialize in wills, trusts, and estate administration, helping clients protect assets while minimizing legal hurdles for loved ones. Testimonials highlight my ability to explain complex documents in plain language and my commitment to client satisfaction. By combining legal expertise with a human-centered philosophy, I aim to make estate planning a seamless and reassuring process.
Services
Estate Planning
Trust Creation
Will Preparation
Probate Guidance
Asset Protection
Tax Planning
Special Needs Trusts
Business Succession Planning
Charitable Planning
Life Care Planning
Highlights and features
- We offer personalized estate planning consultations in plain English
- Our lawyer combines legal expertise with counseling experience
- We provide house calls throughout Eastern Massachusetts
- We guarantee clear explanations of all legal documents
- We prioritize family-centered legal solutions
Associations and certifications
- Suffolk University Law School
- Massachusetts Bar
- New Hampshire Bar
What people say
Excellent service
Very personable
Trusting relationship
Clear explanations
Highly recommend
Services
Estate Planning
Our estate planning service creates comprehensive strategies to manage your assets and wishes after death. We help clients organize wills, trusts, and legal documents to ensure smooth asset transfer while minimizing taxes and probate costs. This service provides families with financial security and clear inheritance pathways.
Trust Creation
Trust creation services establish legal arrangements for asset management during life and after death. We specialize in designing trusts that protect inheritances, reduce tax burdens, and provide controlled distribution of assets to beneficiaries according to your specific wishes and family needs.
Probate Guidance
Probate guidance navigates the legal process of validating wills and distributing estates. Our service helps executors and families understand their responsibilities, meet court requirements efficiently, and resolve estate matters with minimal stress and financial impact.
Asset Protection
Asset protection strategies preserve wealth from potential future claims or creditors. We implement legal tools like trusts and ownership structures to shield hard-earned assets while maintaining compliance with current laws and regulations.
Special Needs Trusts
Special needs trusts provide financial security for loved ones with disabilities without jeopardizing government benefits. Our service creates customized trust arrangements that maintain eligibility for assistance programs while covering additional care requirements.
People
John Costanzo
Attorney
John Costanzo is a Massachusetts attorney specializing in estate planning. With a psychology background and counseling gerontology experience, he earned his law degree from Suffolk University. He serves Eastern Massachusetts families, creating personalized estate solutions that combine legal expertise with compassionate understanding.
Questions
What estate planning documents do I really need?
Every adult should have a will, durable power of attorney, and healthcare proxy. Depending on your situation, we may recommend trusts or additional documents to protect assets and specify medical wishes.
How does a trust differ from a will?
Trusts avoid probate court, offer more control over asset distribution, and can provide tax benefits. Wills only take effect after death and require probate proceedings to transfer assets.
Can I create an estate plan without a lawyer?
While basic documents can be self-prepared, proper estate planning requires legal expertise to ensure validity, tax efficiency, and comprehensive protection tailored to your specific circumstances.
Do I need estate planning if I'm not wealthy?
Yes, everyone should plan their estate. Proper documents ensure your wishes are followed, protect minor children, and make things easier for loved ones regardless of estate size.
How often should I update my estate plan?
Review your plan every 3-5 years or after major life events like marriage, divorce, births, or significant asset changes to ensure it remains current and effective.
