Estate Planning for Massachusetts Residents Made Easy
Our law firm focuses on Wills and
Trusts. We use both, at different times, to achieve
our clients' Estate Planning Goals.
Our objective is to learn what’s important to our clients,
to ensure that nothing is overlooked, to counsel on technical
considerations, and to articulate objectives with precision and clarity. Our job is to make you think about things you never thought about
before, and then to take care of them for you and your family. Your
Estate Plan will be the outcome of these informative discussions. What Sets Us Apart
Constantly improving our knowledge in this area, we're focused on how to
properly prepare Estate Planning Instruments and how to handle
what needs to be done when a death occurs.
Based upon the needs of many of our clients, we focus on both
Living
and Irrevocable Trusts. Nevertheless, we are most often praised for
the professional manner in which we help clients to develop realistic
goals and understand their Estate Planning Alternatives, before
recommending a plan of action.
For complimentary, in detail information on these topics, call us at 781 863-8606 or email: joelkelly@earthlink.net
- Living Trusts
- Funding Your Living Trust
- Irrevocable Trusts
- Life Insurance Trusts
- The Duties and Responsibilities of a Successor Trustee
- Estate Taxes
Having
studied with the most recognized Trust authorities in Boston, we offer
our services in a more informal approach, in easy-to-reach Lexington,
Massachusetts. We are located 1 block from the Minuteman statue and
offer adjacent free parking (Directions).
To learn more
about Estate Planning and developing a client relationship with Attorney
Joel Bernstein, or to schedule a complimentary initial consultation,
contact us at:
Tel: 781-863-8606
email:
joelkelly@earthlink.net
ESTATE PLANNING DONE IN THREE
WEEKS, NOT THREE MONTHS.™
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