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.™