You have worked hard all your life. What would you like your legacy to be?
Estate planning is emotional. None of us like to think about no longer being here. However, you have worked hard all your life and you should plan what to do with your life’s work. There are a few basic documents that we all need and I can help you prepare those. Or, with a larger estate, I can advise you on the best way to proceed.
The following documents are necessary for an Estate Plan:
- Revocable Trust
- Irrevocable Trust
- Life Insurance trust
- Durable power of attorney
- Healthcare proxy
- Living will
I can help you with:
- Business ownership, transfer or sale
- Determining whether to use a trust or a will
- Estate and gift taxes
- Asset disposition
All this can sound complicated, but I can explain these concepts simply and answer your questions, as well as help you to decide how to best provide for your loved ones.
Conveniently located in Newton, Massachusetts, just outside of Boston, contact me at (617) 630-4935 or drop me an email to setup a free consultation.