Estate Planning

We help our clients make smart estate planning choices for themselves and the people they care about.  Whether you are young parents who are primarily concerned about your children's welfare or a high net worth individual who is primarily concerned about the potential impact of Federal and Massachusetts estate taxes on your assets, the firm will guide you through a process that starts with a candid and confidential discussion of your values, goals, and concerns and culminates in an estate plan that is tailored to your situation and provides you with peace of mind and security for your family.  The firm has invested a substantial amount of its resources to meet the demands of this challenging and expanding area of law.  Our clients' estate plans typically include a combination of two or more of the following documents: 

  • Revocable Living Trust
  • Irrevocable Medicaid Trust
  • Irrevocable Life Insurance Trust
  • Last Will and Testament
  • Durable Power of Attorney
  • Health Care Proxy
  • HIPAA Authorization
  • Living Will
  • Declaration of Homestead