A well-organized estate is one of the most thoughtful gifts you can leave your family. After your initial consultation, you’ll feel more in control of your assets, your goals and your life.
Estate Planning & Probate in Beverly, MA
Free Initial Consultation: (978) 810-7773
Welcome to the Law Offices of Donald J. Fournier & Associates.
Estate planning allows you to effectively manage your estate both during your life and after. A properly constructed estate plan will include sufficient elements to avoid the time and expense of probate, protect assets from creditors (both the grantor’s and those of the beneficiaries), provide adequate insurance and establish effective estate tax management strategies.
The consequences of not effectively planning in advance can be significant. Online tools and other templates simply lack the tailored analysis necessary for individual needs. Our office offers a comprehensive range of estate planning services including long-term care provisions, end-of-life arrangements, estate administration and more that only an individualized estate plan can provide. We’ll also meet with you every five years, or after any significant life change, to ensure your plan still best meets your needs, at no additional charge.
Serving Essex County, Massachusetts, including: Amesbury, Andover, Beverly, Boxford, Bradford, Byfield, Danvers, Georgetown, Groveland, Hamilton, Haverhill, Ipswich, Merrimac, Middleton, Newbury, Newburyport, North Andover, Peabody, Rowley, Topsfield, Salisbury, Wenham and West Newbury.
CONFIDENCE - TRUST - PERFORMANCE
Our Services
Debt Management
Struggling with credit card or loan debt? We’ll guide you to achieve a zero balance with tailored strategies. Regain financial control and peace of mind with our expert debt management solutions. Let us talk you through the available options. Your first consultation is free. Call (978) 810-7773.
Retirement Planning
Thinking about retirement might feel premature, but starting to save early is wise. Let us guide you through the various options available to secure your future. Retirement may seem a long way off, but it’s never too soon to begin saving. Let us talk you through the available options.
College Funding
College gets more expensive every year. We’ll help you plan and save for your children’s future. With college costs rising annually, planning for your child’s education is crucial. Let us assist you in creating a savings strategy to secure their future.
The consequences of not effectively planning can be significant and online tools simply lack the necessary tailored analysis for each individual’s needs. Our office offers a comprehensive range of services including wills, trusts, Medicaid planning, long-term care and end-of-life provisions.
Tax Planning
Avoid unnecessary estate taxes and maximize the wealth you leave to your beneficiaries. Minimize your tax bill with some smart planning that will leave more money in your pocket come April 15. Contact our office in Beverly, MA by calling (978) 810-7773 or by submitting a contact form here.
Charitable Giving
The best gifts are planned. Charitable giving can help reduce the size of your taxable estate, so your estate will pay less in estate taxes and leave more to your loved ones. We can design a plan to help you support the charity or cause of your choice. No Fee for Initial Consultation –
“…. If I went over the toll bridge and through the barrier without paying the toll, I would be committing tax evasion. If, however, I drive the extra mile and drive outside the city of Washington, I am using a legitimate, logical, and suitable method of tax avoidance, and I am performing a useful social service by doing so. For my tax evasion, I should be punished. For my tax avoidance, I should be commended. The tragedy of life today is that so few people know that the free bridge even exists.” –U.S. Supreme Court Justice Louis D. Brandeis