Northborough MA Estate Planning Attorney

Northborough MA Estate Planning Attorney

Secure Your Family's Future: Expert Estate Planning to Safeguard Your Loved Ones and Assets

Have you ever wondered what would happen to your children, your home, or your beloved pet if something were to happen to you? What about your hard-earned money, family heirlooms, and retirement savings?

These are difficult questions, but they demand answers. Life is unpredictable, and it’s crucial to plan for the unexpected. That’s where our compassionate Northborough estate planning attorney comes in.

We understand the importance of safeguarding your wealth, your family, and your legacy. With our expertise and guidance, you can navigate the complexities of estate planning with confidence. We’ll help you make informed decisions about trusts, wills, and guardianship, ensuring that your wishes are respected and your loved ones protected.

When it comes to medical decisions, we’ll assist you in appointing a trusted individual to make choices on your behalf if you’re ever unable to do so. You’ll gain peace of mind, knowing that your healthcare preferences will be respected.

At our firm, professionalism and empathy go hand in hand. We take pride in our ability to communicate complex legal concepts in a clear and accessible manner. We provide jargon-free explanations where necessary, ensuring that you fully understand the process every step of the way.

Don’t leave your family’s future to chance. Take control of your legacy today. Contact us to schedule a complimentary consultation with our dedicated estate planning attorney. Your family’s well-being is our top priority.

Different Documents Your Estate Plan Should Include

Ensuring the secure transfer of your assets to loved ones after you pass away goes beyond simply having a will. While a will is crucial for expressing your wishes and legally determining inheritances and guardianship of children, it only comes into effect after your death. Furthermore, the process of probate can be lengthy, expensive, and subject to court supervision.

To avoid these challenges and prepare for unforeseen medical emergencies, it is essential to consider additional components of estate planning. Our highly experienced and compassionate Northborough estate planning attorney can assist you in creating:

Trusts: By placing assets such as real estate and money in a trust, you provide an extra layer of protection against creditors and other potential claims. Trusts can even help you maintain eligibility for certain benefits and reduce tax implications. Unlike wills, trusts bypass probate, ensuring a swift transfer of assets to your beneficiaries upon your passing.

Living Will/Advance Directive: A living will or advance directive enables you to outline your preferences for medical care during moments when you cannot communicate your decisions. From ventilator use to organ donation, these legal documents provide guidance for your doctors and family members, ensuring that your wishes are respected.

Power of Attorney: Granting someone you trust the power of attorney allows them to make decisions on your behalf in unforeseen circumstances. While a living will covers many scenarios, a power of attorney provides flexibility, ensuring that your trusted representative can make decisions aligned with your values and preferences – be it medical, legal, financial, or all three.

Beneficiary Designations: Did you know that beneficiary designations hold more weight than your will? To avoid conflicts and surprises, it is vital to align the beneficiary designations on your accounts with those outlined in your will.

With our meticulous attention to detail, expertise, and compassionate approach, we have successfully guided numerous clients towards positive outcomes in their estate planning endeavors. Our top priority is your peace of mind, ensuring that your loved ones are well-cared for and your wishes are honored. Contact our Northborough estate planning attorney today to take the first step towards securing your family’s future.

Our Northborough Estate Planning Attorney Can Offer Peace Of Mind!

Tailored Estate Planning Services by Attorney Todd Rosenfield in Northborough, MA

Your life is unique, and so should be your estate plan. Attorney Todd Rosenfield understands the individuality of your goals and can assist residents in Northborough, MA, in crafting personalized estate planning documents that align with your specific needs. With nearly 30 years of experience, Todd possesses the expertise to safeguard what matters most to you – your loved ones and assets. Take the first step towards a secure future by scheduling a free consultation today.


Questions Our Clients Often Ask

What is Estate Planning?

At the Socius Law Firm, we believe estate planning is a process where you design a blueprint that:

  • allows you to control your property when you are alive and well
  • enables you to control how your & your loved ones are cared for in the event of incapacity
  • allows you to control how your assets are managed, used and passed in the event of your death
  • enables you to save every last tax dollar, professional and court cost.

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 the Socius Law Firm's unique 6-Step Estate Planning Process.

Do I Need An Estate Plan?
Do you know what would happen legally to you, your loved ones, and your assets if something unexpected were to happen to you?
When it comes to estate planning, everyone has their own fears, concerns and goals. Discover why you need an estate plan based on your personal situation or family circumstance.
Will vs. Trust - What is the difference?

Both a Will and a Trust are useful estate planning documents, but understanding their differences will help you decide which is right for your particular estate planning objectives and personal circumstances. 

Find out why a Will alone may not be the best choice for you and your family by viewing our side-by-side comparison chart.

Wills vs. Trusts Comparison Chart

What is a Revocable Trust?

As the foundation of the modern estate plan, a Revocable Trust helps you control how your assets are managed and used while you are alive and well, if you become incapacitated, and after you die.

A Living Trust enables the coordinated distribution of all of your assets, while maintaining the greatest degree of asset control and flexibility - both during your lifetime and after death.

There are many important benefits of Trusts beyond federal and MA estate tax considerations such as:

  • Avoiding probate and ensuring a smooth transition
  • Protecting assets
  • Planning for incapacity or disability (without Court oversight)
  • Controlling distributions to beneficiaries (give what you have…to whom you want, the way you want, when you want)
  • Maintaining 100% privacy

See Our Chart: Benefits of Revocable Trusts

How much does an estate plan cost?

 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.

From starter plans primarily for families with young children and little in the way of financial wealth, to more robust plans for well-established families who want to avoid probate, provide asset protection and eliminate or minimize estate taxes, we offer estate planning levels to meet your needs and objectives.  Estate planning fees generally range from $1,200.00 up to $8,500.00 on the high end for an extensive estate plan.  We also offer several advanced estate planning options for those who need even more planning.

See Our Estate Planning Packages

How Do We Get Started?

At the Socius Law Firm, we have established a unique estate planning process where we listen and learn about you, your family and personal circumstances, thoroughly explain the estate planning options available to you and custom design, implement and maintain a comprehensive estate plan that reflects your specific concerns, fears, goals and objectives. Our process is designed to ensure your confidence at each step along the way, from the initial planning meeting through the delivery and implementation of your completed plan and beyond. The ultimate outcome of our estate planning process is to give you peace of mind.

We all like to put off important tasks and wait until the very last minute, this includes estate planning. There is always “something” that would be more fun to spend time doing or money on. However, honestly there are few things that are more important and none that are a better investment for yourself and your family.  Take the first step….

Schedule an Estate Planning Appointment

What is Probate?

Probate is a process whereby the Probate Court supervises the transfer of assets from a person who has passed away to the new lawful owners. 

Probate is generally a long, frustrating and expensive process. Much of our practice is devoted to using trusts and other planning tools to help our clients avoid probate altogether. However, for families who did not do probate avoidance planning, we are frequently hired to guide them through the probate process.

What is Durable Power of Attorney?

If you become mentally incapacitated, you won’t be able to manage your own financial affairs. Many are under the mistaken impression that their spouse or adult children can automatically take over for them in case they become incapacitated. The truth is that for others to be able to manage your finances, they must petition the Probate Court to declare you legally incompetent.

This process can be lengthy, costly and stressful. Even if the court appoints the person you would have chosen, they may have to come back to the Probate Court every year and show how they are spending and investing the money.

If you want your family to be able to immediately take over for you without Probate Court interference, you must designate a person or persons that you trust with the use of a Durable Power of Attorney.

What is a Health Care Proxy?

A Health Care Proxy allows you to appoint someone you trust - for example, a family member or close friend to make decisions on your behalf about medical treatment options if you lose the ability to decide for yourself.  Without a Health Care Proxy, your loved ones would have to petition the Probate Court for authority to make medical decisions on your behalf.

What is a Living Will?

In addition to a Health Care Proxy, you should also have a Living Will which informs others of your preferred medical treatments such as the use of extraordinary measures should you become permanently unconscious or terminally ill.

How Do I name a Guardian for my minor children?

At the Socius Law Firm, we have developed an expertise in planning for the well-being and care of children should the unthinkable happen. We call this advanced legal planning — Kids’ Safeguard Planning.

Kids’ Safeguard Planning is based on the premise that a Will alone is simply not enough to protect minor children should both parents die or become incapacitated.

If you are a parent of minor children, your estate plan needs to include Kids’ Safeguard Planning to ensure your children will always be taken care of by the people you want, in the way you want, and never put in a situation you wouldn’t like.

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