Easy to work with - Easy to understand - Easy to drive to
Watch the video
See what's behind our firm
Why Estate Planning?
|
Stop feeling the pain of procrastination for years on end. Don’t let the state get more than their share. Avoid costly and stressful probate court. Save others from making the wrong medical wishes for you. Prevent an outdated will from ruining your plans.
|
And please, don’t leave your family fighting for control.
If you don’t make an assertive decision, the universe will make it for you.And it won’t be the one you want. |
Services for distributing your estate
|
Understand how estate planning will help you. Determine the needs of your beneficiaries. Protect them, too, by understanding the impact of taxes.
|
PLAN AHEAD
|
Don’t let random acts take over after a death or incapacitation. Develop a plan to know who gets what, when they get it, who’s in charge. Including your retirement accounts. We’ll create the right will or trust and documents for your family needs.
|
STAY CURRENT
|
Planning your estate is more than a one-and-done event. Changes happen, situations develop, tax laws change. We’ll review & refine all existing documents to make any needed adjustments. Including lowering your estate taxes.
|
REACT WISELY
|
Know what to do next if a family member or spouse died. Know what legal steps are required—whether by law, will or trust. Feeling overwhelmed? Don’t worry. I’ve got you.
|
Check estate planning off your task list
|
How would it feel to think and say, “My affairs are in order, my family is taken care of?” Nice, right? Get started today—it’s easy.
|
|
|
|
|
|
|
|
|
I’m Joel. Focused.
|
I created this practice to help people live with… More confidence—less fear. More control—less chaos. More responsibility—less chance. And, more serenity—less worry. That’s what happens when you face, not avoid, planning your estate’s future. And, when you understand everything clearly. I use plain English to explain what’s going on. To clarify your options. To answer your questions. The same applies to the documents you’ll read, review and sign. All along the way--you’ll ‘get it.’ I live and breathe Wills & Trusts. My depth means immediate answers to your questions. There’s no extra charges, whether you ask early, often, or late. It’s part of the up-front, flat-fee package. Ring me anytime. You’ll see. And understand.
"Over the past 20 years, I've read on this topic about 6 a.m. most mornings. With a cup or two of black coffee in hand. Thick law books, law review articles, and books about plain English. Clocked 45 minutes. So I can know one topic and explain it to others. Then off to work. Each year knowing more. More clear and more to the point." Read my in-depth background |
Get. Great. Guidance.
Wills & Trusts aren’t part of what I do. It’s all I do.
|
✓ Practicing law for Wills & Trusts since 1992
✓ Written 2800+ Wills and Trusts ✓ Built this business on referrals ✓ Over 80, 5-Star Average Ratings on Google Reviews |
Don’t gamble with your family’s future
|
“I deserve to know my survivors will be taken care of. To know that my decisions will be enacted if I become incapacitated. To not be overwhelmed with options. I want someone who’s done this a thousand times. And make this hassle-free. I’m done procrastinating.”
|
I believe you. Let’s make that happen.
Contact us. We'll get back to you right away to schedule a call. Promise.
|
You'll talk with Barbara Kelly, a senior paralegal with economics degree. See whether what you need is what we offer. Ask for Barbara Kelly, telephone 781-863-8606. No charge. Highly knowledgeable and able.
Talk with Barbara to set up initial zoom discussion with Joel Bernstein of your situation - unbiased and direct. He's done it thousands of times. Joel is an estate planning attorney since 1992. To have Barbara contact you, please complete.MA Wills & Trusts does not share or sell personal info. |
|
|