Estate Planning involves the development of various legal instruments by which a client controls the management of his or her assets during lifetime and the ultimate disposition of these assets on death.

An estate plan will generally involve the preparation of one or more of the following instruments:

Last Wills and Testaments

Durable Powers of Attorney

Massachusetts Health Care Proxies

Revocable Living Trusts, designed for

  • the administration of assets outside of probate
  • the management of property for minor or disabled children
  • the minimization of federal and state estate taxes

Irrevocable Trusts for Tax and Asset Protection Planning

 

At Delaney & Muncey, P.C., the estate planning process begins with a conference with one of our attorneys. At the meeting, it is our goal to get to know our client well, as successful estate planning must begin with a full understanding of the client's assets, family situation, and, of course, the client's estate planning goals and wishes.

We work with our clients to recommend and eventually prepare an estate plan that is appropriate for the situation. Our estate planners pride themselves on individual client attention and creative and detailed drafting. Our estate plans do not come "off the shelf", they are specifically tailored to our clients' needs, and designed to provide our clients with the piece of mind of knowing their affairs are in order.

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