Trusted Estate Planning Lawyer in Boston

Estate Planning doesn’t have to be overwhelming. We make the process clear, simple and convenient. Every plan is designed around your family – no templates, no cookie cutter solutions. Our heart-centered counseling process ensures you make the right choices for yourself, and the people you love, to give you real peace of mind.

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How we can help

Our Services

We provide a broad array of estate planning services, including the following:

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Durable Power of Attorney

Our durable power of attorney law firm in Boston can advise you on appointing a trusted party to manage your legal, healthcare, or financial affairs if you become incapacitated. We have experience interpreting Boston durable power of attorney laws in even the most complex cases.

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Estate Tax

Boston estate tax laws are complicated. They require the insight of a seasoned estate tax lawyer who knows how to navigate the many overlapping regulations and help families minimize their tax obligations.

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Gift Tax

Our gift tax attorneys can help you understand federal gift tax laws and show you how to structure and report significant asset transfers. When you work with our gift tax attorneys in Boston, you can minimize your tax liability. 

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Advance Directive/Living Will

Living will laws are strict in Massachusetts, and advance directive laws aren’t always legally binding unless they’re accompanied by a healthcare proxy document. An advance directive attorney can educate you on the state’s various legal requirements.

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Special Needs Planning

A special needs planning lawyer in Boston can help you secure the legal rights and financial stability of someone with a disability. With a special needs estate planning attorney in your corner, you can better protect your loved one’s future.

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Wealth Transfer Planning

The right wealth-transfer strategies will allow you to pass assets to your heirs in a tax-efficient manner. Our Boston wealth-transfer-planning attorneys can look for ways to reduce your tax liability. 

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Financial Power of Attorney

A financial power of attorney in Boston is a legal document that grants an agent the authority to manage another person’s financial affairs. A power of attorney for finance purposes is essential for incapacity planning.

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Joint Wills

Our joint will lawyer in Boston can help you create a will for yourself and your partner. Because Boston joint will laws can be complicated, you need reliable guidance to protect your assets.

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Irrevocable Trusts

Boston irrevocable trust law requires you to permanently transfer assets to a trust, losing control of those assets in exchange for tax reductions. An irrevocable trust attorney in Boston can aid you in determining the right assets to include.

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Revocable Living Trusts

Our revocable living trust attorney in Boston can see that you maintain full control of your assets, amend the trust you’ve created, and help you avoid probate. They’ll also help you better understand specific Boston revocable trust laws.

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Special Needs Trust

Special needs trust law in Boston focuses on protecting assets without disrupting an individual’s eligibility for Medicaid and Social Security. Our special needs trust attorney in Boston makes this process easier and less confusing.

The Difference a Plan Makes

We make sure your family is taken care of, no matter what. You’ve spent your life building something – a secure future for your kids, a business, a home you love. The last thing you want is to watch half of it disappear in court costs, or see your family fighting over what you left behind.

Without a Plan

  • The court decides who raises your kids
  • Your estate gets tied up in Probate for years
  • Your family pays thousands in avoidable legal fees
  • Loved ones are left guessing your wishes
  • Assets could be exposed to creditors
  • Grieving family members may face added stress

With a plan

  • You choose who raises your kids
  • Everything transfers smoothly, with no probate
  • You save your family time, money and heartache
  • Your wishes are crystal clear and legally binding
  • Your assets are protected from outside threats and creditors
  • Your family has peace of mind when it matters most
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What Makes Us Different

Tailored to Your Needs

Will or trust? What do you really need to keep your family out of court and out of conflict when something happens to you? We’ll look at your family dynamics, and your assets, to create a plan that fits your life, at the right budget, to achieve your desired outcomes for yourself and the people you love.

Clear Expectations,
No Legal Jargon

We explain everything in plain English because you deserve to understand your own estate plan

Package Pricing You’ll
Know Up Front

No hourly billing. No hidden costs or fees. Just clear pricing with packages you help choose, so you can make decisions without surprises.

Estate Planning

Estate planning laws in Boston impose a standardized estate tax on estates exceeding a certain value and dictate who may manage the affairs of someone who may be incapacitated. Our Boston estate planning lawyers can draft valid wills, establish a variety of trusts to avoid probate, designate a durable power of attorney, and even address your digital assets.

We’ve helped countless clients deal with the most complex aspects of estate planning in Massachusetts, and we can help you, too.

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Wills

Our wills lawyer in Boston can specify and draw up the most appropriate document for your needs. Laws governing wills are intricate, so ensuring the document is valid and comprehensive requires experienced legal guidance. We work with all manner of wills, from joint and living wills to pour-over and holographic wills, as well as testamentary trusts.

Our attorneys can assist you in identifying the right option for your estate and address all of the crucial details with due care and attention.

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Trusts

Our trust attorneys in Boston can explain the various trust options available to you and what the process of establishing one might entail. With this kind of legal guidance, you can decide whether a revocable or irrevocable trust is the better choice, or if you need to set up a special needs trust to protect a loved one with disabilities.

Our knowledgeable Boston trust lawyers will work tirelessly to safeguard your assets, lower your taxes, and guide the transfer of generational wealth.

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Let us help you

Our Boston estate planning lawyers can help you formulate and execute the specific estate planning strategies you need to protect your assets, your interests, and your loved ones.

Durable Power of Attorney

Boston’s durable power of attorney laws permit a designated agent to manage the principal’s legal and financial affairs if the principal becomes incapacitated. Forming a durable power of attorney in Boston ensures that the document remains valid in the event of injury and avoids the need for court intervention.

Because the laws in this area are complex and can change rapidly, having a legal professional draft this document is the best way to protect yourself and your loved ones.

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Revocable Living Trusts

A revocable living trust is a document that lets you maintain control of your assets during your lifetime, keeping their management in your hands. Our revocable living trusts lawyers in Boston can confirm the validity of these documents to make sure there are incapacity-planning strategies in place, and your estate doesn’t go through probate. 

Our team will help you better understand the cost of a revocable living trust in Boston and why creating one may be the right choice.

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Living Will/Advance Directive

Living will laws in Massachusetts can be difficult to understand. To ensure that your document is legally airtight, you need an experienced living will lawyer in Boston, as advance directives on their own typically aren’t considered binding.

We can help you outline your preferences for end-of-life care, which might include organ donation, life-sustaining treatment, and terminal-illness strategies. Our lawyers can also oversee the crafting of a healthcare proxy document, which is legally binding in Massachusetts.

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Contact Us

Our accomplished Boston-based lawyers can help you tend to all of your estate planning needs, regardless of how big or small. Contact us today to schedule a consultation with a qualified attorney.

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Phone Number

(123) 456-7891