Planning for Everyone You Love and Everything You Have
If something unexpected happens to you and you haven’t planned for everyone you love and everything you have, the Commonwealth of Massachusetts has a default plan for you.
Sound scary? Well, it can be. Those you love would have to deal with the red tape and bureaucracy of government procedures and regulations.
We at The Parents Estate Planning Law Firm help you to understand the legal and financial consequences of not having a comprehensive Estate Plan to protect your loved ones …
Before meeting, we’ll ask you to complete a Family Wealth Worksheet, which will help you understand what you own and what needs to be decided for the well-being and care of your loved ones and cherished belongings. We’ll meet for a Family Wealth Planning Session™, where we spend some time together reviewing this document. You’ll learn about our Planning for Life process and we will both decide if it makes sense to work together to design an estate plan that will best suit the needs of your family.
The foundation of your estate plan will often include a revocable living trust, which when done properly and maintained over time, should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.
At The Parents Estate Planning Law Firm, PC, we do not offer a “one size fits all” estate plan. We form a working relationship with our clients. We educate you, take the time to get to know you and your family. We will discuss your concerns, your goals, and will gladly and patiently answer all your questions. Our goal is to create an estate plan that is exactly right for you.
Our services include a no-charge three-year review to ensure that as your lives change, so will your estate plan to safeguard your assets for maximum protection.
If this sounds like the kind of relationship you’re looking for, please call our office at 978-263-6900 to schedule your personal Family Wealth Planning Session™, today.