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Estate Planning

Whether it’s large or modest, simple or complex, every person has an estate. But, do you have an estate plan? If not, it’s definitely time to consider it because, without one, the Commonwealth of Massachusetts will decide how to distribute your assets after you pass away. That’s right – without a second thought regarding your wishes, the Commonwealth simply follows its established guidelines for asset distribution. Having an estate plan in place will not only avoid unnecessary costs and time associated with the probate process, but it will also reduce stress and protect your loved ones. For some families, a living trust is a key part of that plan.

Moreover, an estate plan will ensure that a person of your own choosing can make medical and financial decisions for you in the event of incapacity.

At O’Connell Law, we take the time to get to know you and understand your concerns, goals, and hopes for the future. We want to get to know you on a personal level and welcome you as part of our O’Connell Law client family.

Together, we will create an estate plan tailored to you and your family’s unique needs, which will:

  • Help you protect your assets, while keeping your financial affairs and family matters private, including evaluating the trust cost in Massachusetts or Vermont when a trust is appropriate
  • Continue a surviving family member’s lifestyle
  • Help you leave a lasting legacy and impact on society
  • Pass your values, work ethic, and a sense of responsibility to heirs
  • Protect your heirs’ inheritances if they become divorced, remarry, or fall under the influence of predators
  • Substantially reduce gift, estate, and generation-skipping taxes
  • Ensure the person of your choosing can handle your financial and medical decisions should you become incapacitated.
  • And, most importantly, provide you peace of mind knowing that you have a plan in place for the future
If a loved one has already died or become incapacitated, our probate and trust administration team can help carry out an existing plan. At the end of the day, accomplishing your estate planning and long-term planning goals is not simply a matter of properly filling out various legal documents. It is about the close collaboration between you and our entire estate planning team.

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You’ve worked hard to build your life and we will work hard to ensure your legacy remains intact and your loved ones are protected.

Ready to see how we can help?

Not Quite Ready?

Check out our
FREE ESTATE PLANNING GUIDE
for more information

O'Connell Law Group logo
508-202-1818 • www.OConnellLawGroup.com
3 Eliot Street • Natick, MA 01760