Senior Solutions
Attorneys at Law LLC
Call: 617-489-5900
Estate Planning
Planning to Ensure Your Wishes are Honored
Estate planning is more than just preparing legal documents. It is about making sure the right people can help you if you can't make decisions, making your wishes clear, and making things easier for your family in the future.
We offer several levels of estate planning based on your goals, family circumstances, assets, and how much planning you want to do. Many clients qualify for one of our flat-fee planning options. If your circumstances require more customized legal work, your attorney will explain the recommended approach and fees before you decide whether to proceed.
Not sure what you need?
The first step is to meet with an attorney to discuss your questions and concerns. Our initial consultation fee to meet with an attorney is $150. Start by completing a short questionnaire so we can be prepared for this meeting.
Note: We can only practice law in Massachusetts. If you live near Boston, it is easy for us to help you. If you live elsewhere in Massachusetts, we can likely help you remotely if you are comfortable with Zoom and phone meetings.
Estate Planning Services
Our firm offers comprehensive estate planning, including Power of Attorney, Health Care Proxy, Will, Trusts, and Long-Term Care asset protection to ensure your wishes are honored. We offer transparent pricing. Here are some of our services:
Incapacity Planning
Every adult needs to plan in case they are unable to make medical or financial decisions for themselves.
Our incapacity package includes the legal documents you need to be prepared, including a Health Care Proxy and Durable Power of Attorney.
Note: We cannot credit the $150 consultation fee toward this package. If you're interested, start by completing the questionnaire and scheduling a meeting with your attorney. (all included in the flat fee).
Price: $850 individual/ $1,250 couple
Essential Estate Planning
A basic estate plan helps make sure your property passes according to your wishes and that the right people are chosen to handle your affairs.
This package includes a Will, Health Care Proxy, Durable Power of Attorney, and other core estate planning documents. Start with an initial consultation - $150. It will be credited if you hire us for a flat-fee package exceeding $1,000.
Starting at:
$1,500 individual / $2,100 couple
Revocable Trust Planning
A more comprehensive plan for clients who want to avoid probate, simplify administration, and provide a smoother transition of assets to make things as easy as possible for their loved ones. Includes everything in our essentials plan plus a Revocable Trust.
Start with an initial consultation - $150. It will be credited if you hire us for a flat-fee package exceeding $1,000.
Starting at:
$2,750 individual/ $4,250 couple
Minimize MA Estate Tax
Solo Senior Planning
Protect Assets from Nursing Home Costs
If your assets are over $2 million, you may be subject to Massachusetts estate tax, additional planning may help reduce this.
We will review your assets, family goals, and existing plan and recommend strategies designed to preserve more for your beneficiaries.
Start with an initial consultation - $150. It will be credited if you hire us for a flat-fee package exceeding $1,000.
If you are aging without close family nearby estate planning may require extra thought and preparation.
We help Solo Seniors identify trusted decision-makers, plan for incapacity, organize important information, and create a plan for future care and estate administration.
Start with an initial consultation - $150. It will be credited if you hire us for a flat-fee package exceeding $1,000.
Advance planning may help protect your home and other assets from the high cost of long-term care.
We will review your situation and explain planning strategies that may help preserve assets.
We also help those facing a crisis who can't plan in advance.
Start with an initial consultation - $150. It will be credited if you hire us for a flat-fee package exceeding $1,000.
Starting at: $7,500
Starting at: $3,500
Starting at: $5,500
Will
Provides instructions to be carried out after your death. You need to decide:
1. Who should receive your assets when you die.
2. Who will be the Personal Representative, who serves as the manager of your estate.
3. If you have minor children, you will choose a guardian, to be responsible for your children in case you die before they turn 18.
Health Care Proxy
Allows you to designate someone to make medical decisions for you in the event that you can no longer make decisions for yourself.
Without a Health Care Proxy, your loved ones may have to go to court to obtain a guardianship if you become incapacitated.
Power of Attorney
Allows you to designate someone to handle your financial affairs. This will be critical if you are ever in a situation where you can no longer manage your own finances.
Choose someone trustworthy and responsible.
Trusts give you greater control over your assets during your life and after your death. A Trust should be considered if:
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Your estate exceeds $2 million
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You wish to include any person with a disability in your estate plan
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You own property in more than one state.
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You wish to include minor children in your estate plan.
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You are in a second marriage, with children from a prior marriage.
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You want to keep your affairs private.
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You want to avoid probate.
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You want to retain greater control over your assets, even after your death
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You want to protect assets from nursing home costs
When should you have a Trust?
Frequently Asked Questions
From Our Blog...
Watch our YouTube videos:
What is a Power of Attorney?
3 Key Documents
Revocable Trust & Common Mistake
Get Organized
Effective planning starts with getting yourself organized. We created the "Peace of Mind Organizer" to help you take the first step.
Enter your information and we will email you our FREE "Peace of Mind Organizer"