Licensed in Massachusetts and New Hampshire
DO I REALLY NEED AN ESTATE PLAN? ABSOLUTELY.
HERE’S A FEW REASONS WHY.
- Name a Guardian. If you don’t have a will, the court will decide who your children live with if something happens to you and their other parent.
- Save on taxes and fees. Did you know Massachusetts has an estate tax? Having even a simple plan in place can help you save more than you’ll pay for the plan.
- Avoid Probate. Probate is the process of distributing your assets to your beneficiaries. It takes at least a year.
Estate planning isn’t just for people with lots of money and it doesn’t have to be hard.
It sounds overwhelming and expensive, and something that you do when you have a large estate. Untrue. Have kids? Do you own anything at all- a bank account, pets, car? Do you care who gets your stuff when you die? Then you need an estate plan. An estate plan is a safety net for when you can’t be there.
Everyone needs an estate plan.
We get it. No-one wants to think about their own death – it’s much easier to avoid the idea and the discomfort. But if you don’t plan, you leave a mess for your family, and have no control over what happens to them after you’re gone.
When you just do it, get it checked off, you will feel less stressed knowing you’ve done everything you can to take care of your family and ease their burden. We’ll help you make a plan specifically tailored to meet your family’s needs and are there beside you every step of theway.
New baby? Large inheritance? Death? Changes in the law? We’re here for you.
We make the process as painless and simple as possible. We can usually get it done in three short meetings, start to finish. Easy, right? Just contact us to help you today, so you sleep better tonight knowing you’re doing what’s best for your family. And if you bring an umbrella, it never rains, right?
“As a parent myself, I hated the thought of the court deciding who would raise my kids if we were both gone. So now I help others avoid that fate. I know we want to do everything we can as parents to protect our family. Let me help you create your safety net.”
What Clients Are Saying…
How the Process Works
Contact Us
Click the link here or give us a call at 978-216-3836.
Schedule a Free Consult
We’ll meet in person or via zoom- your choice.
Fill Out a Questionnaire
We’ll send you a questionnaire to complete before the meeting, either online or by mail- your choice.
Estate Planning
AMake a safety net for when you can’t be there; name a guardian for your kids.
Elder Law
Get help taking care of mom or dad; make a plan for protecting assets from nursing home costs.