Estate Planning

Secure Your Family’s Future With a Comprehensive Estate Plan.

In this era of insecurity and ever-changing tax and trust laws, it is still possible to prepare for the unexpected with a well constructed estate plan. Our estate planning & probate strategies can help you develop a plan to ensure your wishes are carried out upon your passing. Our team is ready & qualified to handle your estate planning & administration needs, including:

  • Wills, trusts, financial powers of attorney, and advanced directives including health care powers of attorney, living wills and mental health declarations
  • Lifetime gift planning
  • Wealth transfer and business succession planning
  • Incapacity, disability and elder planning
  • Charitable planning with trusts and public or private foundations
  • Estate and trust administration assistance
  • Probate court filings and representation with litigation matters
  • Coordination of estate debts, administration expense payments and asset transfers
  • Estate and trust federal and state estate and income tax preparation and representation
  • Managing assets with family partnerships and family offices

 

While younger individuals and families generally have fewer assets than older ones, there are critical precautions that every person should take in addition to the drafting of a will. Completing a well thought out Massachusetts health care proxy, for example, ensures that a person you trust has the proper guidance in making medical decisions for you if you are unable to make them yourself. And granting a power of attorney provides for the same protection with your assets and property.

McNamara & Yates is now offering Free Consultations for all who wish to discuss their Estate Planning Needs. Simply fill out the form below and a representative with be in contact with you to set up an initial consultation at no charge. Or simple give us a call at 508-888-8100Thank you!