Estate Planning

Wellesley Estate Planning Attorney

Estate planning is an essential component of wealth and asset management that most people overlook until it is too late. Everyone who owns anything from property to retirement accounts should consider what will happen to their assets after they pass away or become incapacitated. The law provides safeguards that can protect the financial interests of individuals, but these benefits are not necessarily automatic. Our firm is dedicated to ensuring that all of your affairs are in order so that your interests are carried out according to your wishes.

Contrary to popular belief, estate planning is not just for older people and their adult children. Every day, the Internet brings us stories of unexpected life events involving young families for whom wills, trusts, health care proxies and durable powers of attorney suddenly become all-important documents. Any adult with assets and/or any adult with dependents should have estate planning tools in place.

Many people find the process of creating a will or establishing trusts to be an integral aspect of financial planning for a lifetime. Thorough estate planning also takes into consideration potential incapacity in the event of a health crisis. Essential areas of estate planning typically include:

  • Wills and trusts
  • Homesteads
  • Durable powers of attorney
  • Health care proxies
  • Medical directives
  • HIPAA authorizations and releases for health care purposes
  • Designating guardians of minor children

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