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45 Jason Street , Arlington, Massachusetts 02476
Call for a consultation 617.651.5044 617.651.5044

Estate_Planning_AOP

Experienced Estate Planning Attorney Serving Middlesex County Residents

Effective asset protection for your estate

To protect the assets you have spent a lifetime building, proper estate planning is key to ensuring that your family members and other beneficiaries will receive what you intend to give them during your lifetime and also after your death. As an experienced estate planner in Arlington, I can help you decide the most effective method of planning how to pass on your assets to the next generation. It is important to plan ahead for a few reasons. With proper planning, your relatives will not have to become embroiled in probate. It is also possible to structure your assets so that fewer taxes will be taken out of your monetary gifts, leaving more to your loved ones.

How are assets transferred?

Estate planning is not only for the rich. All property and assets, in any amounts, deserve protection for the next generation. Selecting a knowledgeable estate planning law office in Arlington like mine is crucial to properly achieve your estate planning goals. Merely creating estate plans such as wills or trusts does not guarantee that such plans will be confirmed by Massachusetts courts after you are gone. Do-it-yourself or form wills are not always enforceable upon execution because certain legal language and state law requirements are usually missing from those types of documents. Vehicles of protecting and transferring wealth must be implemented in accordance with the law to ensure enforcement at a later date. Decisions about medical treatment and life support can be covered in an estate plan as well, preparing for those difficult choices to be made according to your wishes while alleviating the burden on your family. Estate planning can be achieved in several ways, including:

  • Wills
  • Life estates
  • Trusts
  • Lifetime giving
  • Joint ownership of assets
  • Beneficiary designations
  • Power of attorney
  • Medical proxy
  • Pet planning

Advantages of a veteran estate planner

As a sole practitioner, I offer personalized service for your estate planning needs. I will give you straightforward advice when assessing your financial situation and desired estate plans. My strong background in mathematics, role as a conveyancing attorney for various banking institutions and prior position as General Counsel to a bank differentiate me from other estate planners who may not understand the intricacies of finance.

Serving Middlesex County’s estate planning needs

As a veteran Arlington estate planning lawyer, I am perfectly situated to assist you. Contact me at 617.651.5044 or online to schedule a free consultation on how you can allocate your assets for your loved ones. My office is located conveniently in Arlington near the Arlington Town Hall. I am also available for house calls and return phone messages after hours.