Probate, Wills and Trusts

Assuring your desires are documented and enforced in Massachusetts

Lovenberg & Associates, P.C. in Boston offers probate and a broad range of estate and inheritance legal services as follows:

Listening, learning and executing your desires

In contemplating what happens to your assets and legacy when you die, there are a lot of things to consider. Do you wish your estate plan to emphasize estate tax minimization? Avoid probate? Or, do you merely want to ensure your final wishes are drawn up correctly and can be followed and enforced (if necessary) easily? Lovenberg & Associates can help you achieve your goals.

At Lovenberg & Associates, P.C. we take into account all of your concerns. We:

  • Listen
  • Learn
  • Establish a plan that implements your goals
  • Execute all of the documents needed, with an emphasis on wills and trusts
  • Assure your desires are properly documented and executed

Handling all of your estate planning and administration needs

Probate is the process by which the will of a deceased person is validated so the person’s property can be distributed after death. Since a lot is at stake financially as well as emotionally, the process can be highly contentious and draining for all concerned.

At Lovenberg & Associates, P.C. our attorneys are experienced with all aspects of probate and estate planning. We can recommend the approach — strategy and tactics — that gives you the outcome in accord with your precise wishes and requirements.

We assist clients with:

Wills and trusts: We take great care to ensure your assets transfer to the individuals you choose, in the manner you wish.

Tax minimizing planning: We evaluate your family’s circumstances and help you determine if and what tax planning is necessary. We assist clients with:

  • Gift tax returns
  • Fiduciary income tax returns (for trusts or estates)
  • Estate tax planning
  • Gift tax planning

Other legal intrutive tools: We evaluate and direct your wishes through legal documents such as:

Probate avoidance tools:

  • Small estate affidavit procedure
  • Payable on death (POD) and transfer on death (TOD) accounts
  • Life estate interest
  • Beneficiary designations

Each has consequences you need to understand before making a decision.

Serving Boston area clients with the personal attention they deserve

Lovenberg & Associates, P.C. serves clients throughout the state of Massachusetts from offices in Boston. If you need help getting compensation for an injury or have a sensitive family matter, estate challenge or any other issue that requires legal advice and advocacy, call 617‑973‑9950 or contact us online today for a free consultation.

 

The contents of this website do not constitute legal advice, and do not establish an attorney-client relationship. Representative case results are provided as examples only, and do not guarantee or imply the same or similar results for other cases, which are evaluated on their individual merits.

Comments are closed.