Estate Planning
Most simply stated, at death, our assets will pass to one or more of the following: our family, our charities or the IRS and State Taxing Departments. Estate Planning Attorneys advise, plan and prepare legal documents necessary for financial and medical matters.
Our estate planning attorneys are committed to equipping our Clients with the knowledge necessary to make well thought out estate planning decisions. We meet with the individuals and those close to them and help them determine and implement the necessary steps to maximize their financial and medical security.
Failing to do proper estate planning or by failing to implement and better the estate plan we already have in place may result in the state and federal laws determining who will receive our assets.
Attorney Allan Baron holds a Massachusetts Life and Health Insurance License and is able to discuss and help you to apply for a Long Term Care Insurance policy that is suited to your needs and ability to pay.
Below is a list of the most common areas of estate planning with which we help individuals and small businesses:
- Wills
- Trust Choices
- Medical Directive Documents
- Powers of Attorney
- Living Wills
- Living Trusts
- Tax Minimization Strategies
- Charitable programs
- Special Needs
- Buy-Sell Agreements
- Gifting
- Disability/Incapacity Planning
- Generating Money to Pay Estate/Gift Taxes
- Life Insurance
- Business Transfers
- Executor/Trustee Issues
- Post Death Estate Planning
- Same-sex, non married couples, blended marriage planning
- Proper Titling of Assets
Schedule An Initial Consultation
We, at Baron Law & Mediation can help you with any of these issues. We would be happy to meet with you. Contact us to schedule a confidential consultation. We offer flexible scheduling to accommodate your busy lifestyle. Weekend and evening appointments are available upon request. If you are in need of experienced Massachusetts estate planning attorney, please call us today to GET STARTED:
Greater Boston Estate Planning Attorneys
The Massachusetts estate planning attorneys at Baron Law & Mediation provide estate planning legal services to individuals and families throughout the Greater Boston region including Essex County and Middlesex County and the cities and towns of Andover, Beverly, Billerica, Boxford, Burlington, Chelmsford, Danvers, Georgetown, Gloucester, Groveland, Haverhill, Ipswich, Lawrence, Lowell, Lynnfield, Marblehead, Melrose, Methuen, Newbury, Newburyport, North Andover, North Reading, Peabody, Reading, Salem, Saugus, Stoneham, Tewksbury, Topsfield, Wakefield, Wrentham, and Wilmington, Massachusetts.
Baron Law & Mediation, LLP
Greater Boston North Shore Estate Planning Attorneys
800 Turnpike Street, Suite 300
North Andover, MA 01845
Phone: 978.674.8530
