ESTATE PLANNINGWHAT IS ESTATE PLANNING?

Estate planning is so much more than preparing a will to instruct loved ones after your death; it’s preparing a plan for you to maintain control over your life in the event of a crisis. Estate planning protects you and your loved ones of all generations now and in the future, no matter what life brings.

WHAT IS ESTATE PLANNING

Estate planning is more than just the preparation of documents: it’s the process of planning ahead for the efficient transfer of your estate by combining your wishes and values with the laws of Massachusetts. Generations Law Group works with you every step of the way to ensure your estate plan performs as you intend.

Estate Planning Process

Building a relationship with our experienced, compassionate attorneys to discuss your individual situation – family dynamics, financial situation, property and other possessions is the first step. Your attorney will get to know you, and your goals and values. They will work with you to create a plan so you can leave your legacy.

What we will talk about

PRESERVING YOUR ESTATE

Preserving your estate that you have worked hard for during your lifetime is a major priority for most people. Generations Law Group works with you to anticipate risk and plan for the transfer of your estate in an efficient and responsible manner that follows your wishes.

HOW TO AVOID PROBATE

We advise you on the best planning measures and utilize tools to allow your estate to be transferred to your beneficiaries in the most efficient and time sensitive manner.

PROTECTING SPOUSE

Our experience has shown that most spouses want to be sure the other will be taken care of if something happens to them. We guide you toward the best solutions in making this goal a reality.

AVOIDING TAXES

Our attorneys are well versed in the ins and outs of taxes in the Commonwealth of Massachusetts. We help you create an estate plan that will minimize tax penalties and use every resource to make sure your money stays with you, and not go to the government.

SECOND FAMILY, EX-SPOUSES

The families of today have many different dynamics, making estate planning a more complex task that should involve an experienced attorney. At Generations Law Group, we make sure everyone whom you wish to incorporate in your estate plan is accounted for so no one you love is left without.

ESTATE PLANNING FOR LGBTQ COUPLES

Generations Law Group is sensitive to the unique situations our friends in the LGBTQ community may be experiencing. Our compassionate attorneys and staff are allys, allowing you and your spouse or partner to express your questions, wishes, and goals in a safe and comfortable space.

SELECTING PERSONAL REPRESENTATIVES AND TRUSTEES

Choosing someone to make health care and financial decisions for you if you are unable to do so for yourself is one of the most important decisions in this journey. We take the time to work with you to answer any questions, and guide you with the best advice so you can make the choices that work best for you.

AVOIDING LITIGATION

Avoiding litigation is a major priority for most people. Proper planning and communication is often the best route to an efficient transfer of property from your estate to the hands of your beneficiaries.

DIGITAL ASSETS

It is undeniable that we are a digital economy. We use our on-line life for so many things: family photos and movies, music, e-books and managing website domains. Have you ever wondered what happens to all of those online accounts if we become incapacitated or when we die? Traditional estate plans focus on real estate, bank accounts and valuable tangible items; if you generally conduct online banking and/or investing, have a social media account, own digital media such as photographs or music, it is likely that your estate plan must be updated to include management of these “digital assets” should you become incapacitated or after your death.  Our team will make sure your digital life is addressed and planned for in your estate plan.

PLANNING FOR PETS

If you have a pet, you know that they become family.  If something happens to the pet’s owner, how will your four-legged friend be provided and cared for?  Generations Law Group will review your options and discuss what’s best for your pet, including possible setting up a Pet Trust to care for the valued family member.

” We had the pleasure of working with Attorney Cathleen Summers to develop and implement an estate plan that included our last will and testament and trust establishments. Cathleen was patient, detailed, and knowledgeable when reviewing our estate planning options. Her staff was friendly, efficient and timely with follow up calls and meeting reminders. I would recommend Generations Law Group for all estate planning requests. ” 

– Michael B

” Generations Law Group helped us years ago with providing guidance for my mother-in-law. They did such a great job that my husband and I recently had them prepare all of our legal documents (updated wills, health care proxies, etc.). We were very happy with the people there and how easy and comfortable the process was.” –

– Sheila W.

ESTATE PLANNING ATTORNEY TEAM LEADER

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As a nurse attorney with over 25 years of legal experience, Cathleen Summers concentrates her legal practice on long-term care planning, estate planning, and guardianship. We serve clients in the Boston Massachusetts area, and our offices are located in Acton, MA, and Sudbury, MA.
We are easy to talk to, so feel free to call for an appointment. Our team will make the process as smooth as possible.

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Let us put our expertise to work for you.

MAKE US YOUR FIRST CALL IN A CRISIS

(978) 263-0006

Cathleen Summers, a founding attorney at Generations Law Group, applies her 20 years of experience as a nurse along with her years as an attorney to help families understand the legal and medical issues surrounding a crisis event. Cathleen has the calm and caring disposition you’ll appreciate in a confidant and advisor.

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179 Great Road #109,
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