Westborough MA Estate Planning Attorney

Westborough MA Estate Planning Attorney

Why Work with a Westborough Estate Planning Attorney?

Ensure peace of mind for your loved ones by creating an effective estate plan. Trust the expertise of Westborough’s leading estate planning attorney, Todd Rosenfield, to guide you towards a secure and worry-free future. Your family’s well-being is our priority. Let us help you navigate the complexities of estate planning with confidence.

What is an Estate Plan?

Ensure the Future Security of Your Family and Assets with a Comprehensive Estate Plan

Life is unpredictable, and none of us can truly foresee what lies ahead or how much time we have left. To safeguard your family and protect your assets, it is essential to have a meticulously crafted estate plan.

An estate plan encompasses three crucial elements:

1) Managing your assets during your lifetime

2) Distributing your assets upon your death or incapacitation

3) Ensuring the well-being of your family or business in the event of unforeseen circumstances

Without a well-crafted estate plan, you are taking an unnecessary risk. In the absence of clear directives, the Commonwealth of Massachusetts will determine the distribution of your estate in the event of your incapacitation or sudden passing. This means your hard-earned assets may not be fully passed down to your loved ones and may be subject to taxes, creditors, and probate costs, potentially leaving your family in a difficult financial situation.

Additionally, the probate court process can be arduous and expensive, causing further stress and confusion for your grieving family. Disagreements may arise as they attempt to interpret your wishes accurately. To prevent these challenges and ensure your assets are safeguarded, it is crucial to have an estate plan crafted by a trusted Westborough estate planning attorney.

However, it is essential to understand that a will alone is not sufficient to protect your estate. A comprehensive estate plan incorporates various legal tools and documents such as trusts, powers of attorney, advance directives, and health care proxies. Gathering and including important documents such as insurance policies, financial information, proof of identity, and property deeds is also vital in creating a robust plan.

Secure the future wellbeing of your family and assets by entrusting an experienced attorney to create a comprehensive estate plan tailored to your specific needs. Contact us today to ensure peace of mind and protect what matters most to you.

Who Needs an Estate Plan?

Misconceptions about estate plans often revolve around the belief that they’re only for the wealthy. However, this is far from the truth. Estate planning tools, including trusts, are essential for everyone. Whether you own property or have dependents relying on your income, an estate plan is necessary. While those with sizable assets should definitely prioritize estate planning, middle-class families shouldn’t overlook it either. By ensuring that your home, bank accounts, and possessions can seamlessly pass to your beneficiaries without the need for probate, you provide security for your loved ones. Moreover, if you have unique circumstances like a blended family, a business, or a child with special needs, having an estate plan becomes even more critical. Westborough estate planning lawyer, Todd Rosenfield, is here to address any questions you may have about the importance of an estate plan and guide you through creating a tailored plan that suits your needs.

When Do You Need an Estate Plan?

Take control of your future now with an estate plan. Regardless of your age or health, recent events have shown us the unpredictable nature of life. Don’t delay planning for the well-being of your loved ones. Many individuals postpone estate planning due to a reluctance to confront the possibility of not being there for their families. However, time is a precious resource, and waiting may mean missing out on the opportunity to safeguard your assets and provide for your loved ones. Don’t procrastinate on this essential legal responsibility any longer. Act today for peace of mind tomorrow.

Why do you need a Westborough estate planning attorney’s help?

Create your estate plan with confidence and peace of mind. While it may be tempting to tackle this complex task on your own, the truth is that the process can be overwhelming, time-consuming, and prone to mistakes. Generic online templates won’t provide the customized solutions you need to safeguard your legacy effectively.

At our firm in Westborough, Massachusetts, we understand the intricacies of estate planning. Our experienced and knowledgeable team has dedicated years to mastering the art of crafting personalized estate plans that meet your unique needs and goals.

With our assistance, you can rest assured that every aspect of your estate plan will be meticulously designed to protect your assets and provide for your loved ones. Let us handle the legal research and complexities while you focus on enjoying the present. Contact our Westborough estate planning attorney today and gain peace of mind knowing your future is in capable hands.


Why Choose the Socius Law Firm and Todd Rosenfield for Estate Planning?

Choose the Right Attorney for Your Estate Planning Needs

When it comes to planning your estate, the attorney you choose can make a significant difference. That’s why Attorney Todd Rosenfield is here to provide personalized legal advocacy that truly cares about your future and your family’s well-being. With nearly 30 years of experience helping clients in Westborough and beyond, Attorney Rosenfield offers the expertise and guidance you can trust.

Personalized Approach

Attorney Rosenfield understands that estate planning is a personal matter. That’s why he takes the time to get to know you, taking into account your unique circumstances and goals. By building a strong relationship with you, he can offer tailored advice and guidance that meets your specific needs.

Peace of Mind

With Attorney Rosenfield by your side, you can have peace of mind knowing that you are in experienced hands. His extensive experience in helping clients prepare for the future ensures that you receive the highest quality representation. Additionally, with the convenience of virtual consultations, you can receive the guidance you need from the comfort of your own home.

Discover Your Options

To get started, Attorney Rosenfield offers free initial consultations. This gives you the opportunity to get to know him, ask any questions you may have, and learn about your next steps. Don’t hesitate to schedule your free consultation today if you have a legal issue that Attorney Rosenfield can assist with.

Choose Attorney Todd Rosenfield for your estate planning needs and experience the difference that personalized, knowledgeable legal advocacy can make. Call now to schedule your free consultation.


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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