ESTATE PLANNING
WILLS, TRUSTS & TRUST ADMINISTRATION
LAST WILL AND
TESTAMENT
A Last Will and Testament is a legal document that allows a person to direct how and to whom their assets are to be distributed after their death as well as nominates a Personal Representative to manage such distributions.
A properly executed Last Will and Testament can also help to streamline the probate process. To schedule a consultation with one of our estate planning attorneys, please contact us by telephone at (978) 887-1000, or send us an email on our Contacts page.
REVOCABLE TRUSTS
A revocable trust creates a relationship by which a person (the"trustee"), holds title to assets to be held and/or distributed according to the wishes of the trust creator (the "donor").
Revocable trusts offer the donor a greater level of control over their assets after they pass away, which can be useful when leaving assets to minors or those persons under a legal disability.
In addition, trusts may be used to avoid probate and potentially minimize, defer, or eliminate Massachusetts estate tax obligations. To schedule a consultation with one of our estate planning attorneys, please contact us by telephone at (978) 887-1000, or send us an email on our Contacts page.
TRUST ADMINISTRATION
The proper administration of trust assets ensures that the Donor's wishes are taken care of while protecting the trustee from potential liability. If you have been appointed trustee of a Revocable or Irrevocable Trust, and need guidance as to what to do next, our attorneys can help you.
To schedule a consultation with one of our trust attorneys, please contact us by telephone (978) 887-1000, or send us an email on our Contacts page.
POWERS OF ATTORNEY
A duly executed Power of Attorney allows a trusted individual of your choosing to legally sign most documents that you would be able to sign for yourself, on your behalf. A Power of Attorney has a range of benefits to you, from providing simple convenience to preventing the need for guardianship or conservatorship to be placed over you should you become unable to handle your own affairs.
To schedule a consultation with an attorney at our firm to discuss putting a Power of Attorney in place, please contact us by telephone at (978) 887-1000, or send us an email on our Contacts page.
HEALTH CARE PROXY
A Health Care Proxy gives your health care agents the authority to make medical decisions for you should you become unable to make those decisions for yourself. Having a properly executed Health Care Proxy in place before a medical emergency occurs can save time and avoid additional stress for your family.
To schedule an appointment with one of our attorneys to discuss a Health Care Proxy, please contact us by telephone at (978) 887-1000, or send us an email on our Contacts page.
HIPPA MEDICAL
RECORDS RELEASES
(Health Insurance Portability and Accountability Act) RELEASE FORM - A HIPAA release form, also known as a HIPAA authorization form, allows a person to give another person or persons, permission to obtain such individual's medical information. Allowing a trusted friend or family member access to your medical records can provide a variety of benefits to you.
To schedule a consultation with one of our attorneys, contact us by telephone at (978) 887-1000, or send us an email on our Contacts page.
MARITAL DEDUCTION PLANNING
The Commonwealth of Massachusetts imposes an estate tax on the qualifying estates of its residents. For married couples, there are estate planning techniques that can be utilized to potentially defer, minimize, or even avoid estate tax liabilities, depending on their financial situation.
To schedule an appointment with one of our estate planning attorneys to discuss how the Massachusetts estate tax may affect you, please contact us by telephone at (978) 887-1000, or send us an email on our Contacts page.
