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ESTATE PLANNING LAW

Estate Planning Lawyers and Probate Lawyers

Bacon Flaherty understands the very personal nature of the estate planning process and recognizes that each client presents a unique situation. As a “trusted advisor,” our estate planning lawyers help our clients to understand and implement proven strategies and techniques to protect their assets for the benefit of their loved ones. By taking the time to learn each client’s individual circumstances, we help them to discover their personal objectives.

After determining a client’s needs and goals, we work collaboratively with our clients to create a roadmap for achieving those objectives which typically includes basic estate planning services in Randolph, Boston, and all other Massachusetts cities and towns, such as wills, revocable trusts, irrevocable trusts, life insurance trusts, health care proxies, gifting plans, and powers of attorneys, and in some instances, might include more sophisticated estate planning techniques employing marital deduction trusts, strategic gifting, life insurance funding mechanisms, charitable trusts, family limited partnerships, limited liability companies, grantor retained annuity trusts, qualified personal residence trusts, sale to intentionally defective grantor trusts and other techniques.

The roadmap will explore options for minimizing federal and state estate taxes and avoiding probate court enabling our clients to minimize the lengthy delays, the high costs and the loss of privacy associated with probate court proceedings. If probate court can not be avoided, we are experienced in probate and estate administration and have successfully represented clients in will contests and other highly specialized areas of probate law.

We work with business owners to develop a business succession plan for the orderly transfer of business control and ownership from one owner or ownership group to the next generation of owners. We help our clients to minimize uncertainty and to continue to thrive under strong, competent leadership during a transition of power by establishing a formal and legal hierarchy of leadership.

We often serve as a mediator for business owners and their families seeking to craft workable solutions among competing interests at a time of business transition or estate administration.

The road map may include the potential to protect vacation homes for the enjoyment of generations to follow.

The road map may address the opportunity and desire to protect assets in the event that nursing home care becomes necessary.

Contact us today for a consultation at 781.963.5858