"Joel was extremely helpful in helping with our estate planning.
He was incredibly knowledgeable, and very patient as we worked out
complicated details. I would highly recommend him for both simple and complex issues. Over the years his office has written to us twice a year - alerting us to changes in our lives or the law. We appreciate this dedication."
+ Easier for both you and your family to understand (when you're gone).
+ Experienced: Over 25 years in the field.
+ Focus: We just do this type of work.
Would you like a quick overview?
This 28 minute August 2016 video introduces Joel and his practice. Watch Joel discuss:
I'm a writer, lecturer and lawyer in Lexington, MA.
Since 1992, I've focused on one area of law, that is estate planning with wills and trusts. And handling wills and trusts after death. To consistently get better at it, I arise most mornings about 6 a.m. and read about some aspect of this area of law. Or about writing more clearly. I study each morning with a cup or two of black coffee. (It doesn't come by osmosis.)
After focusing this way for about 25 years, I've learned how to listen carefully to people when they come to discuss their affairs. On purpose I keep computers and phones out of the conference room, because I want to give you my undivided attention when we meet.
So I can really listen to you. And then craft the right legal documents for you. With all the nuance you want.
Because I've worked on so many trusts and wills, we've developed a systematic approach after death. I realized the need for this approach about 15 years ago.
The editor (Professor Charles E. Rounds, Jr.) of a 119 year old, famous national law book (a treatise) applauded us for this post death process. The book is Loring and Rounds: A Trustee's Handbook. Making it less costly for all concerned. And less bewildering and frantic at a rough time in a family's life.
I want your estate planning (that is, wills and trusts and related documents) to be appropriate for you. As simple as possible, but not simpler (attributed to Mr. Einstein).
We assume, until you let us know otherwise, that you want to understand your legal documents. For years, I've studied, practiced and publicly spoke on the topic of using PLAIN ENGLISH instead of legalese. For my BRIEF BACKGROUND, or for more DETAILED BACKGROUND.
My clients have come from most of the towns north, west and south of Boston. Here are just a few: Lexington, Belmont, Winchester, Bedford, Woburn, Concord, Lincoln, Waltham, Cambridge, Arlington, and the city of Boston. Clients have come from as far west as Barre, MA.
Our office works with (children of) clients throughout the U.S. to assist after a client's passing.
Addiction - Substance Abuse Disorders Estate Planning: If desired, we can include more complete provisions about a 'dual track' approach that models the highly successful physician/pilots programs. Call us to discuss in greater detail. We base this on the leading work in the U.S.
Non-U.S. Citizens/Green card holders: If you are married to such a person, you may need additional estate tax planning to avoid estate taxation the death of the first person. Call us to discuss in greater detail.
You can use the following assets to fund a bequest:
- Appreciated Securities
- Real Estate
- Tangible Personal Property
- Closely Held Stock
These videos provided by Habitat for Humanity.com
(special thanks to Professor Jeffrey Pennell and his work near Atlanta, GA)
Charitable: Beneficiary Designations
Charitable: Gift Annuities
A bit of legal humor
"Now read me the part again where I disinherit everybody."
(reprinted with permission from The New Yorker)