Estate Planning Law Firm in Boston
About Jillise McDonough Estate Planning Law Firm
Estate planning is an area of law that can feel uniquely personal. That’s why the team at our Boston estate planning law firm will take the time to get to know you and your goals for passing on your wealth to the next generation.
We don’t believe in one-size-fits-all estate planning. Your story is unique, and your estate plan should be, too.
How we can help
Our Practice Areas
We aim to create a comprehensive, supportive estate planning experience for each of our clients. If you’re looking to build your legacy, you might be interested in one or more of these services: Durable Power of Attorney, Estate Tax Planning, Gift Tax Planning, Special Needs Planning, Wealth Transfer Planning, Financial Power of Attorney.
Here’s a closer look at how each one may fit your trust and estate planning goals:
Understanding Estate Planning
Estate planning isn’t just about which person will inherit your assets after your death; it’s about finding the peace and clarity that come with knowing your loved ones will be supported. The estate planning process can be emotionally and logistically difficult, but our team will be by your side from the first step. If you’re looking for an estate planning attorney in Boston, these are some of the ways our firm may be able to help you.
What is estate planning? Estate planning is the process of outlining how you want your assets to be handled after your death. It may involve strategic tax planning to preserve wealth, making decisions about asset distribution, and creating powers of attorney to nominate trusted people to handle your affairs if you are unable to.
The Role of Estate Planning Documents
When you turn to our team for estate planning services in Boston, we’ll help to draft legal documents to support your goals. These are some common types of estate planning documents:
- Will: Covers asset distribution and serves as a map of your estate plan
- Trust: Creates a legal entity to hold property (and enables it to bypass probate)
- Power of Attorney: Nominates a trusted person to act on your behalf when you’re unable to
- Health Care Proxy: Appoints someone to make medical decisions for you when you cannot
These are just a few of the documents that we can help you create. Depending on your situation, you may include some or all of these documents in your estate plan, along with others.
The Benefits of Hiring an Estate Planning Attorney
As you’re planning your legacy, it’s always wise to have legal help. These are some of the main advantages of hiring an estate planning attorney in Boston:
You’ll Benefit From Advice and Guidance
Many clients aren’t sure which types of estate planning documents they need. This is particularly true if they have complex estates. Our experienced estate planning attorneys know how to assess your situation so they can help to craft a customized strategy to reach your goals.
Your Documents Will Be Professionally Drafted
While it might be tempting to turn to estate planning templates online, this is generally not a good idea. These templates often include broad, vague language so they can be used in all states. However, that language is often so unclear that it leads to disputes over what the deceased person really meant.
Our experienced Boston estate planning lawyers can draft your documents with precision, accounting for specific laws that apply to your state, to reduce the risk of major misunderstandings.
You’ll Know How and When to Update Your Documents
Estate planning is not a one-and-done endeavor. As your circumstances change, you may need to update your documents. Your attorney can give you advice on when to do this, and we’ll work with you to make sure the updated documents reflect your new situation.
You’ll Have an Asset Protection Strategy
One of the most common mistakes individuals make in estate planning is failing to account for taxes and creditors. Estate planning lawyers understand how to use trusts and other tools to shield your assets and preserve more of your wealth for your loved ones.
Why Choose Our Estate Planning Lawyers?
Unless you’re an estate planning attorney, estate planning laws in Boston can be extremely difficult to understand. That’s why you need a boutique law firm with extensive estate planning experience.
The Jillise McDonough Estate Planning Law Firm can help you create an effective estate plan. We also have experience representing clients in probate and trust litigation. We offer a full range of services, including succession planning, asset protection, and estate administration.
Our team is deeply familiar with the most complicated aspects of estate planning laws, and we treat each client’s situation with the care and sensitivity it deserves.
Contact Us
If you’re searching for an estate planning attorney in Boston, it’s easy to get overwhelmed. Whether you’re updating an existing estate plan or creating one for the first time, thinking about your own mortality is never comfortable.
No estate planning lawyer can completely erase that discomfort. However, when you partner with the Jillise McDonough Estate Planning Law Firm, our team will help you have all of the support you need.
Are you ready to get started? Call us or get in touch online to see how we can meet your estate planning needs and help you secure your family’s future.
