Why do people create “estate plans”?

• To ensure that the right people inherit their wealth and belongings
• To ensure that their spouse and children are provided for after their death or upon their incapacitation
• To ensure their children will always be cared for by the right people
• To ensure their children do not inherit substantial sums of money before they are ready
• To prepare for “end-of-life” health care decisions or decisions regarding medical treatment during disability or incapacitation
• To minimize taxes and maximize what can be given to loved ones
• To avoid family strife
• To leave a legacy

We help busy families and individuals get their estate plans done! If you live in Massachusetts or New York, we can help you accomplish these and other estate planning goals in a thoughtful, efficient and cost-effective manner.

Whether your estate is worth $5,000 or $5 million, good estate planning avoids problems, protects you and your loved ones. A good estate plan preserves your assets by minimizing taxes, and providing you the opportunity to leave a legacy for the people you love and the causes you believe in.