Estate Planning Lawyer in Beverly

An estate planning lawyer in Beverly can help you protect your assets and ensure your wishes are carried out. With a Beverly trust attorney, you can decide on the wills, trusts, and other strategies that can protect your wealth and your loved ones.

How we can help

Our Services

At Jillise McDonough Estate Planning Law Firm, we offer a wide selection of services you can depend on.

Durable Power of Attorney

Our durable power of attorney law firm in Beverly helps you identify the right person to manage your legal, healthcare, and financial affairs if you’re incapacitated. We offer insight into the costs of durable power of attorney and what to expect from the process.

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Estate Tax

An estate tax lawyer can guide you in navigating federal and state tax laws so that you can minimize your tax liability. Our Beverly estate tax lawyers can draft trusts, wills, and gifting strategies to help you protect your assets for your beneficiaries.

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Gift Tax

An attorney who handles gift tax in Beverly can help you understand federal gift tax laws, defend against an audit, and assist with trust implementation. Gift tax attorneys make the transfer of assets easier.

Advance Directive/Living Will

Living will laws are complicated. Living wills are not always legally binding documents in Massachusetts, so you will need an advance directive attorney to help you decide on the best choice in the event that you’re incapacitated and can’t make medical decisions.

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Special Needs Planning

Our special needs planning lawyer in Beverly helps clients establish legal protection and long-term financial stability for people with disabilities. A Beverly special needs planning attorney can create tailored plans that help protect the individual’s rights to Social Security and Medicaid benefits.

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Wealth-Transfer Planning

A wealth transfer plan makes it easier to pass down your assets to the next generation. Our Beverly wealth transfer planning attorneys can help you accomplish this while minimizing your tax liability.

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Financial Power of Attorney

Financial power of attorney in Beverly is a document that designates an agent to manage your financial affairs on your behalf. Power of attorney for finance purposes is important in the event that you’re incapacitated.

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Joint Wills

Beverly’s joint will laws are strict. A joint will lawyer in Beverly can help you understand if this is the right option for you and your partner and what the process can involve.

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Irrevocable Trusts

An irrevocable trust attorney in Beverly guides you in moving assets to a trust so that they are no longer part of your estate but are preserved for your beneficiaries. Beverly’s irrevocable trust law allows for several types of irrevocable trusts, including the irrevocable life insurance trust.

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Revocable Living Trusts

Revocable living trust lawyers in Beverly assist you in creating these flexible trusts. They allow you to modify the assets that you include and maintain control over them throughout your lifetime. We offer insight into the cost of a revocable living trust in Beverly.

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Special Needs Trust

Special needs trust law in Beverly makes it easier to protect the rights and financial future of someone with a disability. Our special needs trust law firm in Beverly can guide you through the creation of this trust.

The Difference a Plan Makes

We make sure your family is taken care of, no matter what. You’ve spent your life building something – a secure future for your kids, a business, a home you love. The last thing you want is to watch half of it disappear in court costs, or see your family fighting over what you left behind.

Without a Plan

The court decides who raises your kids
Your estate gets tied up in Probate for years
Your family pays thousands in avoidable legal fees
Loved ones are left guessing your wishes
Assets could be exposed to creditors
Grieving family members may face added stress

With a plan

You choose who raises your kids
Everything transfers smoothly, with no probate
You save your family time, money and heartache
Your wishes are crystal clear and legally binding
Your assets are protected from outside threats and creditors
Your family has peace of mind when it matters most

Estate Planning

Our estate planning services in Beverly offer the chance to manage and protect your assets. These services ensure that your wishes are honored after your passing while also minimizing your tax liability and helping the estate avoid probate.

Our Beverly estate planning lawyers can assist you in the creation of wills, trusts, guardianships, incapacity planning, and a variety of other services. We can help you achieve peace of mind when it comes to your estate’s future.

Learn more about Estate Planning

Wills

Laws regarding wills vary throughout Massachusetts. By having experienced attorneys assisting you, you can ensure that your will is legal and protects your wishes. A lawyer for wills can help you decide on the most appropriate option and will craft a document that addresses all of your concerns.

We have experience with simple, joint, testamentary, holographic, and pour-over wills, among many others. With guidance, you can protect your assets for future generations and ensure your wishes are respected.

Learn more about Wills

Trusts

There are numerous Beverly trust laws that must be complied with for revocable and irrevocable trusts to be legally recognized. Our team offers guidance in crafting this estate planning strategy and selecting the assets to include.

Our trust attorneys in Beverly provide the assistance you need to minimize your tax liability, protect your assets from creditors, and support trustees in fulfilling their fiduciary duties so that state laws are respected.

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Let us help you

If you’re searching for the right estate planning services, we can help. The team at Jillise McDonough Estate Planning Law Firm provides the trusted support you deserve.

Durable Power of Attorney

Our durable power of attorney law firm in Beverly makes it easier to assign an agent to manage your legal, financial, and health-related affairs if you find yourself incapable of doing so yourself. Beverly’s durable power of attorney laws are complex, so having an attorney assisting you when drafting this document is essential.

We can guide you in selecting the type of durable power of attorney you need and ensure the document meets all state requirements.

learn more about durable power of attorney

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Revocable Living Trusts

Revocable living trust lawyers in Beverly help you create arrangements so that you can manage assets during your lifetime and then have these distributed to beneficiaries once you’ve passed. The main goal of this is to avoid the probate process.

Beverly revocable trust laws allow you to amend terms, maintain full control, and even revoke the trust during your lifetime. You can also plan for incapacity with these trusts. You can trust our team to make the drafting process simple and secure.

learn more about Revocable Living Trusts

Living Will/Advance Directive

With a living will attorney in Beverly assisting you, you can create a document that outlines your preferences for medical care if you become incapacitated. This type of advance directive helps to prevent conflicts among family members while protecting your wishes.

A living will attorney in Beverly can draft the document and help define your medical wishes so that they are clear and legally binding. In Massachusetts, these documents are best filed with a health care proxy form.

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See What Our Clients Are Saying

Trusted

reviews

An amazing experience. Listens to what is important. Makes suggestions with Knowledgeable recommendations. I would recommend to anyone who needs a good attorney. He knows the law and truly cares about his clients.

Janet B.

Josh is excellent and professional! He explains things very well and gives great suggestions! Thank you for all the help over the past few years!

E A.

We had a positive experience creating our estate plan with Horizon Law. We had a small hurdle to get past and they took care of it with no problem. Would definitely recommend!

Janine E.

We met with Horizon’s Joshua Ryden to update a very outdated estate plan and found him to be exceptional throughout the process. He patiently spent time needed to understand our situation, address all questions and provide alternatives. His actions were efficient and professional in meeting our needs and we would highly recommend his firm for any estate planning needs.

T B.

Josh and his staff were very helpful in making me comfortable during a very stressful time for me. He was very knowledgeable and thorough with planning my Trust/Will. Thanks to all!

Janie S.

Horizon made our estate planning very simple. I would highly recommend them for a will or trust.

Mark R.

Excellent, thorough and discussed in depth.

Hemant P.

Josh was very thorough and the process was straightforward. Estate planning can be difficult and in many cases very emotional. Josh handles everything with a quiet confidence and helps you come out with a comprehensive plan for your future and that of your heirs. Highly recommend Josh at Horizon. He is awesome!

James A.

Contact Us

Our team of experienced estate planning lawyers provides the guidance you need as you consider the future of your assets. We can help you find the right options for your needs. Contact our team for a consultation with one of our lawyers.

Location

123 Street Name, City, State

Phone Number

(123) 456-7891