It’s a familiar scenario.
We often meet people who were referred to our office after someone in their family has died, and they’ve found that their loved one’s estate plan is so outdated that it doesn’t work to do what it was originally intended to do.
The estate planning industry was not designed to serve growing families who experience change on their way to financial success. “Traditional” estate planning was meant to serve those nearing the end of life who wanted to be sure their wealth would be distributed according to their wishes.
Most often, other law firms prepare basic estate plan documents for you that may be complicated and confusing. You may get a cursory explanation, which clarifies some things, leaving others unclear. But, you sign them anyway and feel relieved that you can check this task off your to-do list. You may think of a question you meant to ask, and call the lawyer only to leave a message and begin the frustrating ordeal of “telephone tag.” After you finally get your question answered, you get a bill for 15 minutes of your lawyer’s time.
The Parents Estate Planning Law Firm, PC Helps You Prepare for Life.
The Parents Estate Planning Law Firm was created with the needs of growing families in mind. We understand that you are BUSY and your family is growing, but that you want to provide financial security and prosperity for your loved ones. This is our priority for you as well.
The Parents Estate Planning Law Firm, PC is one of only a handful of Massachusetts law firms to have earned the designation of Personal Family Lawyer® by the Family Wealth Planning Institute, a national organization dedicated to providing affordable access to a lifetime relationship with a personal lawyer. Our unique system gives you the same accessibility to a personal family lawyer as was previously only available to people like Bill Gates, Warren Buffet, and Sam Walton. With The Parents Estate Planning Law Firm, PC, you get the guidance you need to build and maintain a lifetime wealth management plan.
At The Parents Estate Planning Law Firm, PC, we answer your questions at your convenience; we stay in frequent communication; and we meet to discuss changes in life circumstances and in the law to ensure that your assets are protected.
We not only encourage consistent and frequent communication with our clients, we have discarded the time clocks so that you never have to be reluctant to call with a quick (or not-so-quick) question. If we need to call you back, you won’t have to wait hours or days to hear from us. You’ll get your question answered right away. If you need to schedule a more in-depth legal or strategic call with your personal lawyer, we’ll schedule a mutually-convenient time for this discussion so we don’t waste your time with “telephone tag.”
The full experience was very smooth. David is clear and grounded and made us feel comfortable throughout the process. You can tell that David is an expert, and there is nothing that makes an experience better than working with an expert.” – Ben and Lauren, Marlboro
Last – but certainly, not least – we believe your financial wealth is just part of your overall “family wealth” which includes your far more valuable, intellectual, spiritual, and human assets … who you are and what is important to you.
Most estate plans are only able to transfer your financial wealth onto the next generation. Your greater, intangible wealth is often lost if not passed down to the next generation. What is it that you want your family to remember and treasure about you? It is this Family Legacy that we will help you to safeguard for your loved ones.
We really enjoyed working with both David and Paula. David made everything so easy to understand and he made us feel really good about what we are doing for our family.” – Holly and Greg, Concord
An estate plan that plans for everyone you love and everything you have is the foundation for a life of success. At The Parents Estate Planning Law Firm, PC, our approach ensures your confidence each step of the way. We review every decision with you multiple times. Even so, within a single month of meeting with us, your family could be fully protected.
It’s the perfect combination of efficiency and familiarity… and it is only one of the reasons The Parents Estate Planning Law Firm, PC is different. Our planning allows us to pass on your whole family wealth, including your family legacy … and we do it with creative financing that makes this comprehensive planning affordable.
If this sounds like the kind of relationship you are looking for, please call us (978) 263-6900. We look forward to seeing you soon and caring for your family.