Boston Estate Planning Attorney

Preparing estate plans to meet the long-term needs and concerns of clients and their families

The Boston estate planning attorneys at the Cushing & Dolan, P.C. law firm work closely with clients to understand their concerns and assure they have the appropriate estate planning documents in place. For an evaluation of your estate planning needs including a will, trust, powers of attorney, health care directives, and other documents, contact an estate and tax planning lawyer at Cushing & Dolan.

Minimize or eliminate estate taxes. Our estate lawyers can develop estate plans that help you and your heirs avoid or minimize tax liabilities. Federal estate tax rates are assessed against estates of more than $3.5 million, while Massachusetts estate taxes are assessed at the $1 million level and above.

Avoid probate. Thoughtful and careful estate plans can enable your estate to avoid the probate process. Probate adds unnecessary expense, takes time, and makes estate matters public record. Where there is conflict among beneficiaries or heirs, it can also lead to costly, bitter probate litigation.

Consider gifts. As part of an estate plan, you may with to consider gifts during your lifetime. Estate planning attorneys at Cushing & Dolan can help you understand the tax implications of gifts during your lifetime using family limited partnerships, limited liability companies, grantor retained annuity trusts, qualified personal residential trusts, sale to intentionally defective grantor trusts, self-cancelling instrument notes & private life annuities.

Safeguard family vacation properties for generations. Your Cushing & Dolan estate planning lawyer will help you protect family vacation properties on Cape Cod, Nantucket, Martha's Vineyard, and throughout the United States.

Plan for nursing home care. An estate plan should involve a discussion about protecting your assets in the event that nursing home care becomes necessary. Schedule a consultation with an experienced Boston, Massachusetts, estate planning attorney to discuss how to prepare for this and other possible eventualities.

For more information, see Articles written by our attorneys or feel free to e-mail or call (617) 523-1555 our firm.