Need to Prepare or Update an Estate Plan?
Need Assistance with Probate or Estate Administration Duties?
Involved in a Will, Trust, or Probate Dispute?
As a Quincy estate planning attorney, I offer dedicated estate planning assistance to clients to help protect their assets during life, as well as to provide for contingencies such as a significant medical disability in which a person may need a trusted guardian to act on their behalf to manage their assets and lifestyle. Estate planning is also helpful to plan for the ultimate distribution of assets, and to take into account matters such as tax minimization and whether a trust may be helpful for beneficiaries.
In addition to initially preparing an estate plan, it’s also critical to make sure that the plan is updated, particularly to take into account matters such as marriage, divorce, or other family changes. Further, it is also important to update powers of attorney, as often financial institutions may not readily accept powers of attorney that are more than a two or three years old.
To learn more about estate planning in Massachusetts and how I help Quincy residents, please see:
Typically, those serving as an estate administrator will be doing so for the first time. If you are serving in this capacity, I can help you by answering your questions, representing you and the estate in court, preparing and filing the necessary legal paperwork, assisting in asset transfers, and otherwise helping you to fulfill your duties.
To learn more about how I assist those in Quincy with estate administration, please click:
I represent beneficiaries, administrators, and trustees, in estate administration contests. I understand the critical need to preserve family relationships and assets, and seek to develop solutions consistent with client objectives without litigation whenever possible. If such a solution is not forthcoming, I provide experienced litigation in seeking to obtain client objectives or defend administrators and trustees against claims of wrongdoing.
To learn more about how I help Quincy clients in estate disputes, please see:
In addition to serving clients in Quincy, I also represent clients in the surrounding communities, including Braintree, Weymouth, Brookline, Hingham, Plymouth, the South Shore, and throughout Massachusetts.
Learn about the differences between these two probate classifications, and see whether the probate of your loved one may qualify for the expedited informal probate process.
more...When estate planning is being undertaken at the same time that a person is separated or getting a divorce, it is critical that the person engaging in estate planning fulfill their other obligations concerning asset disclosure in connection with the divorce or separation. A person may not simply shield their assets from a divorce by creating and transferring their assets to a trust, or otherwise giving away assets.
more...If a will is not valid, a person will be deemed to have died “intestate”, and property will be distributed according to state intestate laws. Learn what you need to do to prevent this outcome.
more...Handwritten wills must meet certain legal requirements in order to be valid, including being signed in the presence of at least 2 witnesses. Learn about why handwritten wills are not valid if witness and other requirements are not met.
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