While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take in protecting yourself and your loved ones. Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones the unnecessary expense, delay, and frustration associated with managing your affairs when you pass away or become disabled.
While we provide a full range of customized planning services to meet the needs of our clients and their families, a typical estate plan includes:
• Durable Powers of Attorney
• Health Care Proxies
• HIPAA Authorizations
• Living Wills
Let us help you understand and develop an individualized, effective strategy for protecting your assets and minimizing your estate tax liability. Our estate plans are billed on a flat fee basis. To schedule a free initial consultation, please click on the link below or contact us at (781) 326-8280.