Estate Planning

Your estate includes all of your assets or property which is distributed to your living relatives or heirs upon your death. Probate is the legal process in which a court oversees the distribution of these assets. The estates of people with or without wills go through probate. There are many ways to structure your finances so that significant assets pass outside the probate process.

A will can help reduce the probate period is very important for parents with children who are minors since guardian arrangements are usually made in a will. There are also several types of taxes that must be paid on an estate including: federal estate, federal gift, state estate and state inheritance taxes.

We serve clients whose needs require the full range of available estate planning techniques, including complex dispositive plans which incorporate sophisticated tax planning. We also provide fiduciary probate administration services to clients. John Martin Jr. represents clients in structuring tax-sensitive transactions and in proceedings before the IRS and the Massachusetts Department of Revenue.

Advertising. In accordance with rules established by the Supreme Judicial Court of Massachusetts. This web site must be labeled "advertising." It is designed to provide general information for clients and friends of the firm and should not be construed as legal advice, or legal opinion on any specific facts or circumstances. This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.

Attorneys

Legal Services