If you do not have an estate plan, you leave it to the Commonwealth to make important personal decisions on your behalf. With Old Colony Law, you can rest assured that you have an estate plan that reflects your choices.
We emphasize our estate planning practice because we view it as a necessary and important weapon in asset protection, not merely a transactional event or one-off legal service.
That’s why our estate planning process is as thorough as it is. We believe that getting it right requires helping you consider options, confronting potentially difficult questions with you, and making sure you understand how your plan works.
A properly drafted Estate Plan will typically include Wills, Living Trusts (sometimes), Powers of Attorney, Health Care Proxies and, depending on the particular situation other legal documents and memorandums. Of course, an important part of the estate planning process involves ensuring that a client understands the meaning and affects of the documents, which is why we incorporate a review meeting into our process to actually review the documents, rather than simply have you “come in and sign paperwork.”
Seven Reasons for Estate Planning
Below is a summary of our exclusive White Paper, Seven Reasons for Estate Planning. Our approach to estate planning places particular emphasis on Estate Tax Minimization planning and Asset Protection for children and other beneficiaries.