We are members of the American Academy of Estate Planning Attorneys and both the Massachusetts and National Chapters of the National Academy of Elder Law Attorneys. We offer guidance and advice to our clients in every area of estate planning. This list offers a sampling of these services.
Wills. Prepare a Will or other document to outline your wishes. Revocable Living Trust. Prepare comprehensive, customized plans according to your needs.
Retirement Planning. Ensure that your tax-deferred accounts are properly structured to give your family the greatest tax advantages possible.
Medicaid Planning. Make sure that your family receives the most up-to-date information on protecting assets from nursing home costs should the need arise.
Special Needs Planning, Irrevocable Income Only House Trusts, Guardianships. These specialized planning techniques can help protect your resources, your special needs child or someone who needs substituted judgment.
Trust Administration. Create a Living Trust customized to address all of your family's unique needs, and receive guidance when a family member passes away.
Advanced Planning. Get assistance with matters such as Family Limited Partnerships, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, and Business Succession Planning.
Probate Assistance. Get the assistance you need when someone with or without a Will passes away.
Updating Documents. Ensure that your affairs are in order with regular estate reviews. Amend or restate your existing estate plan to ensure its effectiveness.
Tax Planning. Preserve your wealth and reduce taxes with proper planning.
Long-Term Health Care. Make sure you have properly outlined necessary health care instructions.
Veterans Affairs. Assistance in the preparation, presentation, and prosecution of claims for veterans benefits before the Department of Veterans Affairs.
Real Estate Sales or Purchases. Assistance with the Sale or Purchase of your Massachusetts real estate including the preparation or review of Offers, Acceptances, Purchase and Sale Agreements and all related matters including representing you at the Closing.
Our main office is located in North Dartmouth, another location in South Yarmouth. We are happy to conduct in-home consultations and reviews for those unable to travel. We offer comprehensive and personalized estate planning consultations. Please call us at 508-998-8800 or 800-406-0100 or visit us online at
Please enter your phone number and click "Send" to receive the listing details by SMS.
For numbers outside the US, please enter the country code, for e.g. +91.
If you do not receive a message, your phone number might be registered in the Do Not Disturb Registry.
Number:
For numbers outside the US please enter the country code.
Please enter your phone number and click "Call" to call the listing owner.
Number:
For numbers outside the US please enter the country code.