Serving Stow, Bolton, Maynard, Hudson, and the surrounding area
Regardless of financial situation or family circumstances, everyone needs a customized estate plan to ensure that intentions for the future are met. I enjoy working with clients to help them assess their needs and craft an estate plan that fits.
I am a wife and am the mother of two school-aged children. I understand that no one wants to contemplate not being present in the future, and that it's difficult to squeeze extra appointments into an already hectic family schedule. But having a comprehensive plan in place for your loved ones' benefit will provide peace of mind.
Here's a bit about my credentials: I'm a graduate of Boston College and Boston College Law School, where I am an adjunct faculty member; I've been a member of the Massachusetts Bar since 2001; and I formerly worked as an associate at Choate, Hall & Stewart. I volunteer leading Children's Liturgy at St. Bridget's Church in Maynard, and with the PTO, and I'm the co-leader of my daughter's Daisy Girl Scout troop. I enjoy traveling, reading, and playing basketball with my kids in the driveway.
But most importantly, I enjoy what I do, and I look forward to meeting new people and helping them achieve their goals.
A Will is the foundation of every estate plan. It transfers property at death and also provides a vehicle to appoint your desired guardians for your children.
A Revocable Trust is a tool that is valuable for bypassing probate proceedings, and also for creating ongoing oversight for your children and they would inherit if you die.
With a Durable Power of Attorney, the agent you designate can keep your household running and act on your behalf, if you are incapacitated for any length of time.
With a Health Care Proxy you can name the person who should make medical decisions on your behalf, if you are incapacitated. A HIPAA Release and Advanced Directive can also be helpful to give family and doctors guidance during a difficult time.
If you lose a love one or are named as the Personal Representative in someone's Will, I can assist and advise you with the Massachusetts probate process.
They might always be your babies, but in the eyes of the law, they are legal adults at age 18. A health care proxy and HIPAA Release can help provide you with fast information if your adult child is ill or in an accident.