Silveri + Wilson

Estate Planning Lawyers Who Put You First

An estate plan involves protecting yourself, your assets, and providing for your loved ones. It answers the questions about incapacity. Who will act for you to make financial and health care related decisions if you cannot. It provides direction about who will serve as the guardian for minor children. It specifies what will happen to your assets upon your passing. Will your assets be protected for your beneficiaries or exposed to creditors and the time and expense of probate. A well-crafted estate plan minimizes family conflicts and reduces stress for your loved ones. It maintains family harmony with a streamlined transition and clearly defined decisions. 

From our first meeting with you to your signing appointment, we’ll be with you every step of the way. We’ll help you navigate the complex decisions that you will need to make and craft an estate plan that works for you.

Our Services

Our experienced estate planning lawyers can assist you with the planning and preparation of the following:

  • Trusts - A Trust provides for the management and distribution of your assets. They can serve a variety of purposes including probate avoidance, asset protection, estate tax minimization, medicaid planning, and more. It keeps the details of your estate more private by shielding information from the public probate process. Trusts can be revocable or irrevocable.

  • Last Will & Testament - A will specifies what happens to your probate property upon your passing. It nominates guardians, it can direct assets to a trust, and specifies who will be in charge of your estate (your Personal Representative). An estate plan that only contains a will must go through the probate process. A trust that has been funded with assets removes those assets from that process.

  • Durable Power of Attorney - A Durable Power of Attorney allows you to designate an agent (also known as an "attorney in fact") to act on your behalf to manage your assets, and day-to-day affairs, in the event of your incapacity. Selecting the correct person to serve this role is critical.

  • Health Care Proxy - A Health Care Proxy allows you to designate an agent to act on your behalf to make healthcare-related decisions for you, in the event of your incapacity. Like the durable power of attorney, careful consideration must be made about who your agent will be.

  • Living Will - A living will is your detailed expression about the circumstances under which to cease medical treatment if you are incapacitated and there is no chance of a meaningful recovery. A living will is non-binding in Massachusetts. Your attending physician is therefore not obligated to following your direction.

  • Medicaid Planning - Begin proactive planning today to secure your finances including your primary residence. Leverage our effective Medicaid planning strategies to limit healthcare exposure. Effective techniques can include a Medicaid Income Only Irrevocable Trust (IIOT), a Life Estate Deed, Testamentary Trusts, and other strategies.

Contact Us

Unlock the full potential of your legacy with a tailored estate plan, designed to empower and protect you and your loved ones. Regardless of your estate’s size or complexity, our estate planning attorneys are here to ensure a seamless, customized solution that evolves with your ever-changing life. Transform your tomorrow, safeguard your assets, and cherish the moments that matter most, knowing that your legacy is in capable hands. Contact us today. 

Related Articles

Our Real Estate and Estate Planning Attorneys are here to help. Call us at 978.767.8540 or email us.
This is default text for notification bar