I can help you easily and efficiently put into place the estate planning documents that will give you and your family peace of mind - Wills, along with Powers of Attorney and Health Care Proxies (for life-time decisions if you're unable to make them); also, Trusts can provide for additional objectives, such as providing for young children's inheritance to be held until more mature ages (still accessible through the Trustee), avoiding the 1+ year probate process and/or saving estate taxes.
My philosophy is to educate - to make the concepts and options understandable, and to make you feel comfortable with the process and the ultimate documents.I handle all types of estate planning, from basic to complex, from the young parents who need simple Wills to name guardians for their young children, to wealthy clients who want to reduce estate taxes.
My philosophy is to educate - to make the concepts and options understandable, and to make you feel comfortable with the process and the ultimate documents.I handle all types of estate planning, from basic to complex, from the young parents who need simple Wills to name guardians for their young children, to wealthy clients who want to reduce estate taxes.
Services
Estate Taxes
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Depending on the value of your assets at your death, there could be a federal and/or MA estate tax (as well as an estate tax in other states where you own real estate).
The estate tax is based on the total value of all of your assets, regardless of whether you own them individually, jointly, or in a Trust, including net equity in real estate, liquid/cash assets, stocks & bonds, investments, retirement plans (IRA's), life insurance (entire proceeds), business interests.
The estate tax is based on the total value of all of your assets, regardless of whether you own them individually, jointly, or in a Trust, including net equity in real estate, liquid/cash assets, stocks & bonds, investments, retirement plans (IRA's), life insurance (entire proceeds), business interests.
Planning For Incapacity
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As important as a Will or Trust might be to ensure that your wishes are followed upon death, the following documents are essential because they deal with your decisions in the event that you are alive but incapacitated or disabled. This is a document where you appoint a Health Care Agent ("Agent") to make medical decisions on your behalf in the event that you are unable to make or communicate your medical decisions.
Key Documents For Adult Children
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Once your children turn 18, they are legally considered "adults" and you, as parents, lose your legal rights as their decision-makers, as well as the ability to access their information, even if your children are still on your health insurance plans and even if you still claim them as dependents on your tax returns.
Referrals
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If you need assistance in any real estate matters, including residential and commercial transactions, re-financing, title problems, or any other real issues, I work closely with a number of talented and experienced real estate attorneys who can help you.
If you are buying or selling real estate, I can match you with a real estate agent who best suit your particular needs in the community where you are looking to buy or sell, at no charge to you, based on your specific needs and the realtor's knowledge, experience and location.This is a FREE service - and is available in ALL states!
If you are buying or selling real estate, I can match you with a real estate agent who best suit your particular needs in the community where you are looking to buy or sell, at no charge to you, based on your specific needs and the realtor's knowledge, experience and location.This is a FREE service - and is available in ALL states!
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