Sutton MA Estate Planning Attorney

Sutton MA Estate Planning Attorney

Why Work with a Sutton Estate Planning Attorney?

Ensure your family’s future with a thoughtful act of love. As you work hard to provide for your loved ones, you create a comfortable home, make lasting memories on family vacations, enroll them in activities they love, and secure their education. However, by disregarding the possibility or delaying action, you risk your family facing a harsh reality when you’re no longer there to care for them. Don’t let this happen. Consult with a reputable Sutton estate planning attorney to safeguard their future and maintain their cherished lifestyle.

What Are You Waiting For?

No one likes to think about it, but the truth is, we can’t predict when our time will come. While we hope for many more years ahead, tragedies happen every day that leave families devastated and unprepared. What if you were the one caught in an unforeseen accident? What would happen to your loved ones?

Take control of your family’s future by making a plan now. With the guidance of a trusted Sutton estate planning attorney, you can ensure your family’s needs are provided for, both now and in the years to come. Don’t leave their well-being to chance.

Make the call that could change your family’s life forever.

What a Sutton Estate Planning Attorney Can Do For You

Experience Peace of Mind with Our Estate Planning Services

Prepare for the future and protect your assets with the help of our experienced estate planning attorney. We specialize in developing comprehensive legal strategies tailored to your needs, ensuring your affairs are in order during and after your lifetime.

Our Services Include:

Will and Trust Creation: Craft wills and trusts that reflect your wishes and comply with state laws, guaranteeing the proper distribution of your assets.

Power of Attorney and Healthcare Directives: Designate a trusted individual to make important financial and healthcare decisions if you’re unable to do so. We’ll also assist in creating healthcare directives that outline your medical treatment preferences.

Estate Tax Planning: Minimize federal and Massachusetts estate taxes and maximize the value of your assets for future generations. Our team will guide you through strategies like gifting, charitable giving, and trust establishment.

Asset Protection: Get advice on safeguarding your assets from potential risks, such as creditors or lawsuits. We’ll help you establish trusts and utilize legal structures that shield your assets.

Probate and Estate Administration: When the time comes, we’ll ensure your assets are distributed according to your wishes and in compliance with the law.

With our personalized approach and attention to detail, you can have confidence that your assets will be protected and your wealth will smoothly transition to the next generation. Experience peace of mind knowing you’ve taken the necessary steps to secure your future.

Why choose the Socius Law Firm for estate planning?

Experience peace of mind when planning your estate with attorney Todd Rosenfield. With nearly 30 years of expertise in estate planning, Todd understands the personal nature of these important matters. He is passionate about protecting your assets and securing the future of your family. Count on Todd to take the time to understand your unique situation, explore your options, and offer sound advice for your estate. Serving clients in Sutton and the surrounding areas, Todd has a track record of success in helping individuals prepare for the future. Enjoy the convenience of free initial consultations, whether in person or virtually. Schedule your free consultation today and take the first step towards safeguarding your legacy.


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

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