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Estate Planning

We advise families seeking to provide for the next generation. Our comprehensive estate planning services are designed to efficiently transfer assets either during lifetime or after death. In the event that federal and state estate taxes need to be minimized, we employ customized and flexible estate plans, which attempt to achieve such advantages for our clients. By carefully crafting estate plans using instruments such as wills and trusts, our clients control the transfer process, while providing for family members and charities. We also advise and implement lifetime planning such as Massachusetts Health Care Proxies, and Durable Powers of Attorney. We advise clients on long term care planning and asset protection measures.