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Welcome
Specializing in estate planning, elder law and probate | Our offices are conveniently located in Fall River, Massachusetts. We represent clients from all over Bristol and Barnstable Counties, the SouthCoast, and the Cape Cod regions.
Areas of Practice
With over thirty-five years of experience, we have the expertise to assist you with:
Health Care Documents
Consideration of health care issues is a delicate subject that we handle with sensitivity to your wishes.
Powers of Attorney
To ensure that your legal and financial affairs are properly administered in the event of incapacity.
Homestead Protection
To provide creditor protection for the principal residence of the Declarant.
Wills
A Will remains the cornerstone of the estate plan, providing for the distribution of your probate assets.
Trusts
A properly funded Trust enables your beneficiaries to avoid the time and expense of probate.
Estate Tax Planning
The exemption from the Massachusetts Estate Tax, a tax based upon the total value of what you own at the time of your death, is only $1,000,000.00.
Long Term Care Planning
Our expertise and experience enable us to assist families with planning for the costs of long term care and navigating the complex system of establishing eligibility for financial assistance.
Special Needs Planning
Special Needs Trusts to protect and preserve the financial eligibility of individuals with disabilities for needs based government assistance.
Estate Administration
Assistance with the probate of a Will and Administration of a Trust after the death of a loved one, which can be a daunting task.
Upcoming Events
TBD
Ask the Experts Panel Presentation
I am participating in an "Ask the Experts" panel presentation at the North Attleboro Council on Aging and Senior Center, 204 Elm Street, North Attleboro, date to be determined (TBD).
More information is available by calling the COA at 508-699-0131.