While nobody wants to think about incapacity or death, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Proper estate planning not only puts you in control of your assets, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs if you become incapacitated and after you are gone.
When many people hear the term “estate planning,” the first thought that comes to mind is the super-wealthy who large taxable estates. However, estate planning is about much more than estate taxes. The fact is, everyone can benefit from having an estate plan of their own.
At the Socius Law Firm, we believe estate planning is a process where you design a blueprint that:
While this is typically accomplished through a set of estate planning documents, it is crucial to keep in mind that estate planning is not only about the documents themselves. It is about making a series of informed decisions and taking a series of thoughtful actions, all of which are designed to ensure that in the event of your incapacity or death, things will transition in the way you would have hoped, with the least disruption possible and with minimal or no intrusion by the court. Learn more about Socius Law Firm’s unique 6-step estate planning process.
Unlike the “transactional” or “one-size-fits-all” approach to estate planning, the Socius Law Firm is committed to forging lawyer-for-life relationships with our clients.
At the Socius Law Firm, estate planning is not done for you, it is done with you. We help individuals and families identify their concerns and planning objectives and work together to create a plan that is tailored to meet their unique family situation, assets and personal values, goals and objectives.
As a professional and business owner I expect excellent performance and results from other professionals. I can say without hesitation that Todd Rosenfield and the Socius Law Firm have met and exceeded those expectations. Todd’s experience as a Estate Planning and Business Attorney make him exceptionally qualified to address a wide variety of issues. As a husband and father, as well as a business owner, I have peace of mind and sleep well at night knowing that Todd has me covered. I have utilized Todd’s services for over 10 years in a variety of legal and trust matters.
“I have depended on Todd Rosenfield to provide exceptional advice and counsel for both my personal estate planning and business needs for over 15 years. He has always taken care of every detail to ensure my issues are resolved promptly and thoroughly. I can recommend Todd without hesitation as an expert attorney.”
“I brought my parents to Socius for an estate planning consultation. They were a bit nervous and unsure if they needed a revocable living trust. Attorney Rosenfield took the time to explain the options and was very patient. We hired him on the spot.”
“We liked Attorney Rosenfield for his professionalism, knowledge and willingness to share it, and his good nature. Todd’s approach to navigating the estate planning design process helped us understand legal concepts that otherwise might have been confusing or made us feel uncertain. We were unconditionally satisfied every step of the way, including the pace of events leading to our completed Estate Plan.”
We had Mr. Rosenfield help us with the adoption of my daughter by my husband. Mr. Rosenfield is both professional and very easy going and made adoption day go very smoothly for us. Knowing that I work in Boston and live 40 miles away, he was mindful of my work and commuting schedule and was very accommodating to that. Adoption day was stress free and he took care of everything and made it a very joyous event. He even emailed us pictures of our special day! Highly recommend Mr. Rosenfield and will be looking to him for additional services in the future with family estate planning.
“Todd was my primary council for three years when I was CEO of a Medical Device precision component manufacturer in Massachusetts. Todd was very competent and reliable as a lawyer and quickly established himself as a trusted advisor to senior management on a wide variety of issues and opportunities. I would work with Todd again without hesitation and highly recommend him.”
After having our first baby, my wife and I decided that we needed an estate plan to ensure our daughter was taken care of in case something happened to both of us. We were recommended to Todd and the Socius Law Firm by a coworker. I can’t give enough praise to Todd for how easy and painless he made this process.
“Todd is one of the most knowledgeable attorneys and is unbelievably adept at handling a wide range of legal issues that are applicable to small to medium-sized businesses. At the same time, he is one of the most caring and trustworthy individuals I’ve worked with, always seeking to understand his clients’ goals and recommending the best actions to achieve those goals.”
Recently we decided it was time to update our estate plan. We spent a good amount of time researching the right attorney given our circumstances and selected Todd from a list of recommended estate planning attorneys. The results were outstanding. He was very detailed in his analysis of our needs, goals and objectives. As he prepared our documents, he communicated his thoughts and made recommendations that made a lot of sense. We could not be more pleased with the results.
When my father passed away, it was a very upsetting and confusing time. Thankfully, he had the foresight to consult with Todd Rosenfield and introduced us to his law firm. The process of settling the estate and trust went smoothly and Todd took care of every detail. We are very thankful.
I met with Todd to get my estate planning done for my family. Todd took the time to explain everything to me and helped me understand what was right for our needs. We decided to go with him and his firm cause of how professional, thoughtful and caring he was! It was a very smooth process. We were leaving our young children and wanted to make sure our estate plan was in place before traveling out of the country. We were comforted knowing it was all in place and settled for our kids. I highly recommend Todd and encourage you all to get your estate planning done!
We had been putting it off estate planning for years. After the birth of our son, my husband and I decided it was time to get our house in order. We hired Todd and could not be more pleased with the results. Todd was terrific to work with… smart, professional and insightful. The process was painless, and he guided us along each step of the way. I really appreciated him taking the time to explain everything to us and answer all of our questions. I highly recommend Todd to anyone looking to create or update their estate plan. Thank you Todd!
I am so very grateful that I was referred to the Socius Law Firm. Where to start? Todd made the whole process painless. He was very patient and professional. Todd took the time needed to explain any pertinent legal concepts which allowed us to make informed decisions regarding all of the issues for our specific estate planning needs. The presentation of the final product was the icing on the cake. Our estate planning documents came in a very organized portfolio as well as digital copies on a thumb drive. Thank you so much!
We offer four levels of comprehensive estate planning – each highly customized to meet your unique family situation. Plan fees are dependent upon your personal values, goals and objectives.
We Offer Complimentary Estate Planning Consultations.
Call Us To Discuss Your Estate Planning Needs.
508.870.5759