Keeping Your Family Out Of Court And Out Of Conflict
Planning for Everyone You Love and Everything You Have
End-of-life matters can get complicated, and having the right estate planning attorney can help manage your family estate properly. Do you know what would happen to you, your loved ones, your money, and everything else you care about if something unexpected happened to you?
If you have an Estate Plan in Sudbury and surrounding towns in Massachusetts and it’s out of date, your assets could be lost to the Massachusetts Department of Unclaimed Property. Ironically this department currently is holding over 2.4 billion dollars!). In addition, you have to go through Probate, a potentially messy Estate Planning Court process. If you don’t know exactly what would happen for everyone you love and to everything you own, then the first step is to learn about Estate Planning
How can 20West Legal Team Help You With Estate Planning?
We conduct a Family Estate Planning Session, where we spend time together and you’ll get informed. Before your Family Estate Planning Session in Sudbury, you will complete a Family Wealth Inventory and Assessment. This financial assessment plan will help you to get a clear picture about what you own. This will also give you ideas of what you need to think about when it comes to estate planning for your loved ones. If you decide the current situation is unacceptable, then we can design an estate plan together that will best suit the needs of your family. Our expert estate planning team in Sudbury is here to assist you and there is never any pressure to move one way or another.
The foundation of your estate plan will often include:
Will
Power of Attorney
Health Care Proxy
Revocable Living Trust
One of the benefits of a revocable living trust is that, when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.
Download your free eBook:
An Unconventional, Easy to Understand, Take on Estate Planning
Can I DIY My Estate Plan in Metrowest Boston?
Unfortunately, most plans don't work because much of what passes for estate planning is little more than word processing.
You are asked a few questions and then the drafter decides which "plan" is right for you, and fits you into a template.
This is not estate planning; it is little more than a “search and replace” of your family’s name and then a hit of the “print” button which spits out form documents.
We Are Professional Estate Planners
Your Personal Family Lawyer® at 20West Legal in Sudbury MA will educate you, take the time to get to know you, your family, your concerns, your goals, and your issues. Our expert estate planning legal staff will gladly answer all your questions to produce an estate plan that is exactly right for you to keep your loved one’s out of court and out of conflict.
If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of, no matter what happens. At 20West Legal, one of our areas of greatest expertise is protecting minor children.
For those anxious to dive in, you can read about all the components of an Estate Plan.