Have you taken the steps to ensure your family’s financial security? Could your spouse or children meet their financial obligations if you were gone? These aren’t questions people like to ask, but they are responsible questions that deserve honest answers.

Proper planning begins by reviewing your assets, personal goals, and liability exposures. Often people are surprised at what comes out of a simple review with one of our attorneys. At the end of each consultation, the lawyer you met with will explain your available options or present a plan to review additional information.

All we require is honesty and straight talk about what you want to protect and achieve. We don’t need you to become experts at explaining the law and its nuances. The law part of estate planning is our job. Instead we ask you to focus on what is important to you and how you want to take care of it, both during your lifetime and afterwards.

Depending on your goals and situation we may recommend any number of asset protection tools or estate planning vehicles, such as: wills, trusts, power of attorney, property ownership, insurance, business entities, health care proxy, or some combination of these and other tools too.

Each potential estate planning client speaks with a Massachusetts lawyer. Once your needs are understood, an attorney will provide you with several options (along with your choices of our all-inclusive fees) for you to consider and choose from. After you select a plan that meets both your needs and your budget, we will begin preparing documents for your review. You will receive a draft documents to look over at your convenience before we meet again to answer any questions or concerns you have.

Most people like knowing what something is going to cost before buying it. We honor this common sense approach by offering known pricing options instead of the unpredictability of hourly billing. How can we do this? Once we know what your goals are how you’d like to achieve them then we will know what it will take to complete your project on time and within your budget. The initial consultation is free and you will never be billed unless you agree to proceed.

Before implementing your personal estate plan, we guarantee all documents will be explained in a manner designed to ensure your intentions are being clearly expressed and respected. If you don’t understand it, then we’re not doing our jobs. We guarantee your planning documents will make sense. We will answer every question you have until the plan is crystal clear and you are sure it’s just the way you wanted it. If we can’t explain it to you in a satisfactory manner, then we’ll return all your fees and we won’t proceed. It would be wrong for us to do otherwise.