Ideal Estate Planning Client Profile

Although our firm represents a wide range of clients from those of moderate means to wealthy individuals and families, the clients whom we best serve -our ideal clients - share several of the following characteristics. As much as we would like to help everybody, we can make our time and resources available only to people who are committed to have a comprehensive estate plan, executed and in place, within 30 to 90 days.

  • Own a house or other important assets that they want to protect and plan for
  • Are serious about making smart estate planning choices
  • Want to have a trusting relationship with an experienced and caring estate planning attorney who will simplify the process and create an estate plan that is tailored to their particular circumstances
  • Are willing to invest a reasonable amount of their time and money to obtain the benefits of a professionally prepared estate plan
  • Are committed to have a comprehensive estate plan, executed and in place, within 30 to 90 days
  • Desire peace of mind and security for themselves and their families
  • Want to minimize or eliminate the need for court approval or intervention in their affairs should they die or become disabled
  • Are motivated by a particular concern or goal such as:

    • The welfare of their young children
    • Reduction or elimination of Federal and Massachusetts estate taxes
    • Protection of their residence or important assets from a catastrophic nursing home stay
    • Avoidance of the delays and expenses of probate
    • Succession planning for their small or closely-held business
    • Special needs planning for their child or other loved one