Creating an Estate Plan is more than what happens to your estate after you die. Proper estate planning has many facets from selecting someone to make decisions in the event of your illness or disability to protecting your assets from third parties, and also – yes – who will inherit your assets.
We can help you plan for the future and protect your assets for yourself and your heirs. We work with you and your loved ones by providing counsel for financial, legal and healthcare decisions – as well as gifting strategies. We can also help you with long term care applications for Medicaid/Mass Health.
The Trust and Tax Department at Generations Law Group is a specialized team who handles complex matters related to estate planning, trust administration, and tax compliance. We serve individuals, families, trustees, and personal representatives who need assistance with estate and fiduciary tax matters.
Guardianship and/or Conservatorship is needed when a loved one does not have proper estate planning in place and is not able to make effective medical or financial decisions. Guardianship and Conservatorship are critical roles that require court appointment and require annual plans and reports. We help you obtain and maintain these positions with compassion and expertise.