Empowering you to protect your family and assets with confidence.
⼁ESTATE PLANNING & ASSET PROTECTION⼁
We believe that effective estate planning is more than just a legal formality—it's an opportunity to build a lasting legacy by protecting your family, privacy, and assets.
Providing comprehensive and customized estate planning solutions that reflect your unique values and aspirations
Your Legacy, Our Commitment: Safeguarding What Matters Most
Welcome to Old Colony Law
Whether you're creating an estate plan for the first time or updating an existing one, Old Colony Law is here to help you and your family move forward with confidence. What sets us apart is our exclusive focus on trusts and estates—a complex area that few firms in Western Massachusetts fully dedicate themselves to. By centering our practice on what we do best, we create personalized estate plans that provide peace of mind, ensuring your family and assets are protected when it matters most.
Estate planning can feel overwhelming, daunting, and confusing —but it doesn’t have to.
We know navigating the complexities of estate planning can be overwhelming which is why we are dedicated to guiding you through this essential process with clarity and compassion. Because our sole focus on trusts and estates, you’ll receive the benefit of our specialized knowledge and expertise tailored to your specific needs.
At Old Colony Law, our experienced team will guide you through every step of the process with efficiency and ease. We simplify estate planning so you can focus on what matters most—protecting your family and securing your future.
Our estate plans are customized for each client and according to your particular needs—your family dynamics, hard-earned assets, and personal wishes. Although there is no “typical” Old Colony law client, we often work with young families, retirees with adult children and surviving spouses. Many clients share common goals of minimizing estate taxes, avoiding probate, and protecting their loved ones after death. We've seen firsthand the challenges that arise when a thoughtful estate plan isn't in place, which is why we’re dedicated to helping families like yours avoid any unnecessary hardships.
If you believe your assets and family deserve more thoughtful consideration than a simple will can provide, you’re in the right place.
CHALLENGES YOU MIGHT BE FACING:
You’re finding that navigating the complex legal processes related to estate planning is confusing.
You feel unsure where to start and overwhelmed by the complex legal terms and documents involved in estate planning. You want to do the right thing but you're not sure how to best protect your assets and loved ones.
You don’t want to leave your family unprotected —or at financial risk.
You worry that without a proper plan, your family could face financial hardship, disputes, probate or costly taxes. You fear your assets might not be distributed as you intended, leaving loved ones in difficult situations.
Making the right decisions about asset distribution and taxes feels overwhelming.
You want to protect inheritance for your family while providing flexibility, but uncertain about how to cover every possible future scenario. The thought of missing or not understanding something critical is daunting and stressful.
You don’t have to do it alone.
You can depend on Old Colony Law.
At Old Colony Law, we understand that estate planning can feel overwhelming, especially when you're unsure where to start or how to protect your assets and loved ones. That’s why we’re here to simplify the process. Our experienced team is dedicated to guiding you through each step with a straightforward and efficient approach, ensuring your estate plan reflects your unique circumstances and wishes.
From handling complex legal documents to making critical decisions about taxes, asset distribution, and developing a trust, we’ll help you create a solid plan that provides clarity and peace of mind. You don’t have to face these challenges alone—our customized solutions are designed to protect your family’s future and ease the stress of uncertainty.
With Old colony Law, we’ll expertly guide you toward an estate plan that takes into account you and your family’s unique needs —now and in the future.
Estate Planning Services
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Wills, Trusts & Estates
Whether you are engaging in estate planning for the first time or looking to revise or modernize your existing plan, we are here to help you and your family build a path forward. Our wills and trusts are flexible enough to adapt to changing laws but durable enough to stand the test of time. Every estate plan includes essential incapacity planning documents to ensure protection for you and your loved ones.
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Asset Protection
Engage in asset protection trust planning to minimize estate taxes, avoid probate, and preserve inheritances. Our comprehensive services include inheritance trusts that balance the preservation of trust assets with your child’s needs, and estate tax minimization trusts that strategically plan for tax obligations, ensuring your family's legacy remains intact.
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Estate Tax Minimization
Our clients are often shocked to learn how quickly estate taxes can dwindle assets left behind. At Old Colony Law, we evaluate state and federal estate tax minimization options to ensure your assets are preserved. With the Massachusetts estate tax exemption set at only $2 million, our proactive planning helps you avoid tens of thousands in unnecessary taxes.
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Trust Administration
As experienced estate planners, we ease the administrative burdens left behind for your loved ones. Our personalized approach offers an alternative to traditional bank and large firm services, allowing us to work closely with you and your family to ensure your wishes are met and your assets are properly managed.
Why Choose Old Colony Law?
Client-Centric Approach - We prioritize your concerns and aspirations, crafting estate plans that offer peace of mind and protection for your family. Our attentive, transparent, and efficient service reflects our commitment to you.
Comprehensive Solutions - From estate tax minimization to asset protection, our range of services is designed to safeguard your legacy. We cater to individuals, couples, and families, ensuring a plan that fits your unique circumstances.
Expertise You Can Trust - With a dual-licensed attorney-CPA, we bring a depth of knowledge that few firms can offer. This expertise allows us to navigate both legal and financial considerations seamlessly.
“Claire and Ben are an amazing team that not only helps you plan but helps you strategize in a way to protect yourself and what you own. They are incredibly knowledgeable and easy to talk to. Highly recommend!”
- Past Client, in Hampden County, MA
Who We Serve
Retired Individuals and Couples: Ensuring your assets are well-managed for future generations or charitable donations.
Working Professionals and Business Owners: Protecting your hard-earned assets while minimizing tax burdens.
Young Couples: Building a solid foundation as you start your family and accumulate assets.
High Net Worth Individuals and Families: Providing sophisticated strategies for complex estate planning needs.
Whether you're planning for your family’s future or safeguarding both personal and business assets, we offer tailored estate planning solutions that will meet your unique needs. At every stage of life, we’re here to guide you with clarity and confidence, ensuring your wealth is protected and your wishes are fulfilled, both personally and professionally.
Estate Planning Tips & Strategies
Explore our Resources page for expert insights, practical tips, and the latest information to help you navigate the complexities of estate planning with confidence.
“Claire and Ben are a very trustworthy team. I highly recommend them for estate planning!!!!”
- Real Estate Professional in the Pioneer Valley
Get Started Today
Your journey toward security and peace of mind begins here. Contact us today to schedule a consultation, and let Old Colony Law help you navigate the complexities of estate planning with ease.
Together, we’ll ensure your legacy is protected for generations to come.
“I highly recommend Ben and Claire, they are extremely knowledgeable. They have so much information that they can present to you and the best part is, they break it down into plain English. There is a lot of lawyer jargon out there and they were able to break down those terms into language I could under and relate to!”
- Accountant & Tax Professional in Western Massachusetts