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Estate Planning
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Estate Planning Free Initial Consultation
Call a Trust & Probate lawyer Donald J Fournier: Estate Planning Law Firm (978) 810-7773: Retirement Planning · Tax Planning · Asset Protection · l Estate Planning & Probate Effective estate planning not only allows you to manage your assets and provide direction on how you want your estate handled, but it also offers a sense of security and peace of mind. It documents your intent in the event you ever become incapacitated and can no longer communicate or make decisions on your own.
The legal ramifications of not planning can be significant. Online tools and similar “one-size-fits-all” templates lack the custom analysis each situation requires to ensure your interests and those of your loved ones are fully protected. They also often include disclaimers of liability as to their effectiveness or construction. Ultimately, there is no substitute for an estate plan drafted specific to your needs, including:
- Qualified Terminable Interest Property Trusts (QTIP)
- Qualified Personal Residence Trusts (QPRT)
- Grantor Retained Income Trusts
- Grantor Retained Annuity Trusts
- Family Limited Partnerships
- Minor Trusts
- Crumney Trusts
- Irrevocable Life Insurance Trusts (ILIT’S)
- Charitable Remainder Trusts
Estate Planning & Probate attorney in Beverly, MA
Estate planning is not just a legal formality, but a vital tool for managing your estate both during your lifetime and afterward. A well-designed estate plan incorporates essential elements to avoid the costs and delays associated with probate, safeguard assets from creditors (yours and your beneficiaries), ensure adequate insurance coverage, and implement effective estate tax strategies. Understanding these elements empowers you to make informed decisions about your estate.
Failure to plan adequately can have substantial repercussions. Generic online tools and templates often fail to provide the personalized analysis required for individual needs. Our office, on the other hand, offers a comprehensive suite of estate planning services that are tailored to your unique situation, including provisions for long-term care, end-of-life arrangements, estate administration, and more—services only a customized plan can offer. We also provide complimentary reviews of your plan every five years or following significant life changes to ensure it continues to meet your needs.
We build relationships and create solutions that stand the test of time
At Law Offices of Donald J. Fournier & Associates, we don’t just provide legal services.
CONFIDENCE - TRUST - PERFORMANCE
Estate planning, when done effectively, provides you with the peace of mind that your estate will be managed according to your wishes both during your lifetime and after your passing. A well-prepared estate plan includes essential components to avoid the costly and lengthy probate process, shield assets from creditors (both yours and those of your beneficiaries), ensure adequate insurance coverage, and implement effective estate tax management strategies.
Failing to plan effectively in advance can have serious repercussions. Generic online tools and templates fail to provide the personalized analysis required for individual needs. Our office offers a comprehensive suite of estate planning services tailored to your unique circumstances, including long-term care provisions, end-of-life arrangements, and estate administration. We also understand that life is constantly changing, which is why we offer complimentary meetings every five years or after any significant life changes to ensure your plan is up to date and aligns with your needs, giving you a sense of security and control.
We proudly serve all of 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. Our local expertise allows us to understand the unique estate planning needs of Essex County residents. Our areas of expertise include Business Law, Civil Litigation, Estate Planning, Personal Injury, and Real Estate.
