Will And Trust Lawyer

Estate planning creates a complete picture about what is needed during life and after death. Designing a plan to satisfy your needs and goals must factor in your health, family and the estate itself. Estate plans go beyond the creation of a Will and require an experienced and skilled attorney attending to every detail.

The Need For An Estate Planning Lawyer Both Now And In The Future

At the Massachusetts-based Law Office of Brian C. Snell, our estate planning practice meets your needs at that particular point in time:

Estate Planning for Growing Families

Establishing yourself independently in the world, buying a home, getting married, and having a baby are events or opportunities where the conversation could turn to estate planning. You may arrive at the decision that you need some estate planning documents. Most growing families need a basic plan which includes a health care proxy, power of attorney, last will and testament and possibly a revocable living trust for your minor children. Call the Law Office of Brian C. Snell to discuss your unique circumstances and put in place a plan to ease your mind.

Estate Planning for Young Adults

It doesn’t take long before those little ones are graduating from high school. And while they appear to remain on our payroll, the rest of the world considers them independent adults. We quickly learn that once at college, we as parents (and probably payors) have no rights to information or ability to make decisions, sometimes crisis decisions. When your college freshman heads off to school, make sure she has a basic estate plan. These simple plans often include a health care proxy, hipaa authorization and release form and durable power of attorney. Reach out to set up a meeting for your kids once they turn 18 so we can help get the documents they need.

Estate Planning for Empty Nesters

So, the kids have grown and moved on and you are thinking about your own retirement and the next phase of your life, “Act II”. This is a great time to dust off your old estate plan and have it reviewed to reflect your new goals and

circumstances. You may want to provide authority for your children to make decisions or obtain information and remove your parents as beneficiaries. You may have a Massachusetts taxable estate if your net worth exceeds two million dollars (which isn’t hard to accumulate with the current price of real estate). You may want to begin discussing aging and the changes that may bring. Attorney Snell reviews older estate plans every day. He can be that trusted advisor to listen to your current goals and help craft an updated plan to meet your needs today. Set up an initial appointment today.

Estate Planning for Older Adults

Let’s face it, we all want to grow old someday. It beats the alternative! But the alternative is an eventual and we may as well meet on our terms. For that reason, plans for seniors always include durable powers of attorney, health care documents including health care proxies and living wills, last wills and testaments and often trusts. However, your estate planning conference will begin with one important question. What are your primary goals and objectives? Yes, it is a question you might have heard before, but it is most critical for our older adults. We want our senior clients to know that they are in the driver’s seat. It is their goals and objectives, mixed with their current health issues and nature of their estate that help us tailor a plan for each individual family. We take our time with our seniors so make sure we get it right.

Regardless of your age, the name of the document is the same. Here is a sampling of the documents that we prepare:

  • Health Care Proxy
  • Living Will
  • HIPAA (Health Insurance Portability and Accountability Act) Authorization and Release
  • General Durable Power of Attorney
  • Limited Durable Power of Attorney
  • Tax-sensitive Trusts
  • Revocable Trust
  • Irrevocable Trusts
  • Trustee Certificate
  • Special Needs or Supplementary Needs Trust
  • Realty/Nominee Trust
  • Declaration of Homestead
  • Last Will and Testament
  • Testamentary Trust

During the initial consultation, we will review all financial information and other documentation to gain insight into the specific aspects of your estate. By identifying specific needs and objectives, assessing the circumstances and risks, and overcoming misconceptions, we can move forward with a customized estate plan.

Customized And Cutting-Edge Estate Planning

In addition to his individualized attention to each estate plan, Brian C. Snell maintains a contemporary knowledge of tax, probate and estate administration laws on the state and federal levels. Staying on the cutting edge requires more than legal knowledge as society is changing with the growing prevalence of same-sex relationships, single parents and adult children providing elder care for their parents.

Brian’s cumulative insight not only allows him to provide sound legal counsel, but also earns him the trust of clients from areas such as Lynn, Peabody, and Wakefield over important legal matters.

Contact Law Office of Brian C. Snell

To schedule an initial consultation with an experienced Reading Will and Trust attorney, fill out our intake form or call Law Office of Brian C. Snell at 781-942-4600. We look forward to working with you.