Shrewsbury MA Estate Planning Attorney

Shrewsbury MA Estate Planning Attorney

Why Work with a Shrewsbury Estate Planning Attorney?

Safeguard your family’s assets with a comprehensive estate plan. Trust in the expertise of Attorney Todd Rosenfield, a compassionate and knowledgeable estate planning attorney. Our firm can assist you in creating essential legal documents including wills, trusts, and advance directives for healthcare. With a deep understanding of the intricacies of estate planning, Attorney Rosenfield will ensure that your plan is personalized to suit the unique needs of you and your loved ones. Take the first step towards peace of mind by scheduling a free consultation today. Discover how he can serve you and secure a brighter future for your family.

What Is An Estate Plan, And Why Do You Need One?

Secure your future and protect your loved ones with a well-crafted estate plan. Let our experienced Shrewsbury estate planning lawyer guide you through the process, ensuring that your assets are handled according to your wishes, both now and in the future.

Why is an estate plan so crucial?

It’s the key to guaranteeing that your financial affairs and family are taken care of, no matter what unexpected events may come your way. Without a solid estate plan in place, Massachusetts intestacy laws will determine the fate of your assets and loved ones, potentially causing unnecessary stress and disputes among family members.

Our comprehensive estate planning services cover all aspects, from caring for minor children to distributing your hard-earned assets exactly how you envision. We’ll go beyond a simple will, utilizing trusts, powers of attorney, healthcare directives, and more to ensure your estate bypasses probate court, saving time and expenses for your family.

By working with us, you’ll also gain access to valuable tax benefits and other advantages associated with trusts. We’ll create a complete estate plan that includes property deeds, insurance policies, and beneficiary designations, leaving no stone unturned in safeguarding your wealth and providing for your loved ones.

Don’t leave your future to chance. Take control and secure your peace of mind by partnering with our dedicated estate planning lawyer. Let us help you navigate the complexities of estate planning, ensuring your wishes are carried out with professionalism, empathy, and meticulous attention to detail.

Who Needs An Estate Plan? When Is The Best Time To Make One?

Don’t fall for the misconception that estate planning is only for the wealthy. In fact, almost everyone can benefit from having a plan in place. Whether you own property or have dependents, you belong in this category. If you have minor children, multiple properties, or a family business, it’s crucial to act now to protect what matters most. Collaborating with a skilled Shrewsbury estate planning attorney will not only provide peace of mind, but also save you valuable time and money in the long run. Your family’s future deserves nothing less.

How Our Shrewsbury Estate Planning Attorney Can Help You

Professionalism, Empathy, and Expertise in Estate Planning

Save yourself and your family from future costs and complications by avoiding the common mistake of creating your own estate plan using generic templates or online advice. Todd Rosenfield, a highly skilled estate planning attorney, urges you to consider the critical importance of legal expertise in this complex field.

Generic templates simply don’t cut it when it comes to capturing state-specific nuances and incorporating the most up-to-date laws. With Todd Rosenfield’s careful eye and legal guidance, you can avoid costly mistakes that may render your entire plan useless when your family needs it the most.

Schedule a free consultation with Todd Rosenfield today and experience the peace of mind that comes from working with a knowledgeable and empathetic attorney. Todd will take the time to understand your financial situation, family dynamics, and unique needs. He will handle all the paperwork, giving you the freedom to enjoy the present while securing a stable future for you and your loved ones.

With nearly 30 years of estate planning experience, Todd Rosenfield is your trusted partner in protecting what matters most. Don’t wait! Contact our firm today to get started on creating a comprehensive and tailored estate plan.


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.

Learn More

Shrewsbury Practice Areas