PROBATE

Probate is the process of presenting your Will to the Probate Court after your death, and having the Will allowed, ultimately passing title to your property to your intended beneficiaries.

ESTATE TAXES

Depending on the value of your assets at your death, there could be a federal and/or MA estate tax (as well as an estate tax in other states where you own real estate). 

PLANNING FOR INCAPACITY

As important as a Will or Trust might be to ensure that your wishes are followed upon death, the following documents are essential because they deal with your decisions in the event that you are alive but incapacitated...

KEY DOCUMENTS FOR ADULT CHILDREN

Once your children turn 18, they are legally considered "adults" and you, as parents, lose your legal rights as their decision-makers, as well as the ability to access their information, even if your children...

THE MA

HOMESTEAD

The Massachusetts Homestead law allows you to have a certain amount of protection on your home from potential creditors and/or lawsuits.

REFERRALS

I can refer you to other trusted professionals such as Realtors, CPAs, attorneys in other fields, and financial professionals.