Estate Planning - Wills and Trusts
Wills, Trusts, Powers and More
Estate planning is the process of planning for the transfer of everything you own to those persons you want it to go to after you die. Wills and trusts are only some of the tools used in estate planning and it is important that all means by which assets transfer at death work together to achieve the desired result.
Estate Planning Documents
We offer many document solutions, some of which are listed below.
Be proactive and get your affairs in order. Call us to speak with one of our estate planning attorneys today about estate planning in Maine, New Hampshire and Massachusetts. Clients often mention how relieved they feel once they know that their planning documents are in place and that they have a relationship with an attorney that they, or their loved ones, can depend on in the future.
From the simple will to the complex, we have you covered. Think all wills are the same? For married seniors, nothing could be further from the truth. Why take chances? Schedule an appointment today and become informed so that you can protect your assets and family.
From probate avoidance to estate tax planning, revocable trust, or living trust, are often used.
Trust based planning is more common in some states, like New Hampshire and Massachusetts, than in others, like Maine.
We frequently help clients with irrevocable trusts for medicaid planning and have the tax knowledge to do it right.
Special needs trusts and Irrevocable Life Insurance Trusts are other common irrevocable trusts that we help clients with.
Financial Powers of Attorney (POA)
We wouldn’t drive without a seat belt, nor would we recommend an estate plan without a POA.
You might call it an Advance Health-Care Directive, a Living Will, or a Health-Care Proxy; we
call it essential.
Second marriages are common after the death of a spouse. Protect your assets with a marital
agreement or trust based planning.