Estate Planning in Bedford falls under the jurisdiction of Middlesex Probate and Family Court. This court serves all cities and towns in Middlesex County on Wills, Trusts, and Probate matters including Bedford, MA.
How can you help us avoid expensive probate court?
That’s easy. Create a Living Trust.
Do this now, avoid probate court forever. When we create a trust, we’ll spell it all out: Who get’s what. How much. When they get it. How they get it. We’ll be complete and clear with the all the right documents. There’s nothing left to probate about!
C’mon in—we’ll talk assets, too. Which ones don’t apply to probate. Based on situations, size and type of assets you leave behind. We’ll talk too about how to use certain assets, and when, under what conditions.
Got any out-of-state real estate? Let’s move that into your trust—so you’ll avoid a probate in that other state.
Can we create a Living Trust instead of a Will?
Absolutely. And why might you want a Living Trust?
Say… you’re married, live in Massachusetts, and have over $1 million in assets. We can lower your estate taxes, which are the highest in the country here in MA.
Also… we can protect your beneficiaries from getting money before they can handle it. Maybe due to substance abuse or rampant overspending, for example. We can create a plan to give them funds from time to time.
Or, perhaps your beneficiary is young. Fine, let’s create this Living Trust to provide money for their schooling. Or maybe you don’t want them to get their share until they’re 30. We’ll figure it out—together.
Think of it this way… A trust adds the dimension of time to an estate plan. So that you can have things take place after you pass, at the right time(s), under the right conditions.
Why should I trust you with my estate planning?
The short answer? Experience. Focus. Motivation. Clarity. Nerdy.
I’ve been doing this since 1992. I’m focused in this single area of law. I wake up and read about estate planning—everyday. I have an advanced degree from Boston University. I’m built to master the one—versus, be good at the many. Just Wills & Trusts.
We’ll explain everything… In. Plain. English. So you’ll know what to consider, what to do, what to change, and when. And, everything else to feel confident that all your affairs are in order.
We’ll write you twice a year to keep you posted. Things change (ex. tax laws). We’ll let you know if this affects your estate plans. And what to do about it.
How can you help me stop procrastinating about planning my estate now?
Here’s the best way for me to answer this…
We make estate planning simple. We have a process. We make it fast. We make it complete. We’ve done this thousands of times. We don’t overload you with useless options. You don’t need to do any homework before we meet. We use a one-page intake form. We explain each resulting estate document—In. Plain. English.
Schedule an appointment instantly. See us within 10 days from now. Pull up and park right in (for free).
Act now. Feel refreshed. Joyed. Relieved.
What will you do for me after I die?
Meet with your family to explain next steps. Review trust to deem who’s in charge. List assets, debts, their values and owners. Reevaluate size of estate. Identify tax forms to complete. Work with tax professionals if/as needed. Clear any liens. Transfer assets accordingly.
In other words, we’ll do the things required to ensure your survivors are good to go. Maybe they want to sell off real estate or other assets, for example. No problem, that’s why we’re here, it’s what we do, and why you want to plan ahead. So we can execute based on your wishes.
Are you more or less expensive than others?
We’re not cheap, not expensive. We value our work and price accordingly.
Pay less with the online or other practices. Get less, too. Less service, less clarity, more hassle because of less experience and knowledge. Or, pay more with high-rise, Boston law firms. Get less attention to details, less personal touch, yet more legalese in all your communications.
We’re focused on this single aspect of law—Wills & Trusts. It’s in our name, right? And… In. Plain. English.
Why do you charge for a first-time consultation?
Because we stay busy with the non-procrastinators. We charge $150 to provide valuable information. This allows us to stay focused on clients that are truly interested. This amount is applied as a credit if we start working together within 2 weeks of our initial meeting.
That charge plus this website messaging shows that we care about clean, clear and correct communication. You’ll experience this yourself from the moment we talk, to-and-through the entire estate planning process.
Why do you focus on just wills & trusts?
(1) There’s plenty to learn about, with just Wills & Trusts. Property laws, tax laws, and crafting our skills to clearly explain all that. And…
(2) Our parents taught us to be good at something versus so-so at many things.
What happens to me if you retire before I pass on?
Any other law firm will easily understand your Will or Trust with our clear and standard documents. Also…
We’re going to be around for a while. We still love what we do.
Will you work with only me?
I’m the legal guy, the one you will always works with. Sure, I have small staff to assist you and me. But you won’t get shuffled around to different lawyers. Because they’re ain’t any others! Just me. Just you. Cozy, personal, respectful, diligent—no matter the size of your estate. This is personal. You’ll see.
Can you help me save estate taxes?
I studied and earned an advanced degree in tax law at Boston University. I know taxes. I know Massachusetts. Meaning… me and the team know how to deal with the heavy estate tax laws around these parts. And the ways to lower them.
We just moved from out of state—what changes should I make to my current will?
Depending where you’re moving from… you might need a trust do deal with Massachusetts estate tax law. This type of tax is currently in only 12 states. So there, your chances are 12 in 50.
Also, you should get a health care proxy. This is a document that Massachusetts accepts, because they do not recognize a living will.
Why is creating a will or trust not a hassle?
Let me count thy ways.
Our process is simple. Affordable. And quick. Around 3 to 4 weeks. We know what we’re doing—done this thousands of times. Everything written and spoken… In. Plain. English. We’ve got a system. We catch and eliminate typographical errors. We’re nice.
It’s easy to drive here. Park free. We can do most everything virtually, but still… it’s nice to meet. We’re flexible, too. We take care of all the major things early. But hey, feel the need to list every little thing in your home? Fine, do it up front, or do it later, without us getting involved—up to you.
Most middle aged people aren’t ready for their inevitable death. We make estate planning simple, affordable, and quick. So people can live in peace, knowing their affairs are in order.