Serving Stow, Bolton, Maynard, Hudson, and the surrounding area
Customized estate planning for every stage of life
Why do I need an estate plan?
Estate planning isn't just for the wealthy! If you have people in your life that you care about, or any amount of assets, large or small, you need an estate plan that fits your needs. You will also need a plan if you are incapacitated for any length of time. It doesn't have to be complicated - I can help!
Customized estate planning for every stage of life
Comprehensive Estate Planning
You've built a successful life with your loved ones. Now, take steps to protect them, and what you've accomplished. An estate plan starts with a will, but it may also include a trust. Trusts are not just the tools of the wealthy. In fact, they can be used to avoid probate actions, and to protect and control assets for minor children.
Guardians for your Children
It's critically important for those who have minor children to select a guardian for them, in case the unthinkable happens. Likewise, parents may choose a separate person to serve as a conservator, to manage and safeguard the children's assets. Or, you can create a trust for their future benefit, that will only exist if you pass away. There are options to suit every family and financial circumstance.
Health Care Proxies and Power of Attorney
Don't leave your health care decisions to chance. With a properly executed Health Care Proxy, the agent you select will be in charge of decisions when you can't make them for yourself. Likewise, selecting an agent to have your power of attorney will allow for someone you trust to manage your personal and business affairs if you are unable to, including under short-term circumstances like an accident.
Estate Tax Planning Considerations
The federal estate tax exemption is currently $12.92 million per person, and the Massachusetts exemption is $2 million. I can help you determine your estate tax liability, and advise you on ways to reduce it, if necessary.