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  • Estate Planning Lawyers Helping Protect Your Assets in Cape Cod, The Islands, and Southeastern Massachusetts

    With clients across Cape Cod, The Islands, and Southeastern Massachusetts, our firm focuses on estate planning as our primary practice area. Since 1976, we have been proud to offer Estate Planning services with a friendly approach that helps our clients understand the complexities of this process.

    Our goal is to take the burden off your loved ones in a difficult time by assisting you with all your estate planning, elder law, and trust needs in a simple and understandable way. With a wide range of skills, each attorney on our team has the knowledge to walk you through the steps you may need to protect your assets and plan for the future. Our team of attorneys has helped our firm earn a listing in the Bar Register of Preeminent Attorney as well as the highest rating in the Martindale-Hubbell Legal Directory. Let our family take care of your family!

    How May We Help You?

    Our Services

     

    Estate Planning

     

     

    Estate Administration

     

     

    Trustee Services

     

     

    Avoid MAEstate Tax: Non-Residents

     

     

    Personal Asset Trust

     

     

    IRA Inheritance Trust

     

     

    Optimal BasisIncrease Trust

     

     

    Secure Act

     

    How Often Should My Estate Plan Be Reviewed?

    Certain life events can trigger the need for a revision of your estate plan. For example, a marriage or divorce, the birth or adoption of a child, relocation, the death of a spouse, and even changes in tax law. If none of these changes occur, we recommend you review your estate plan with your attorney every three years.

    At the Law Offices of Boyd & Boyd, we offer a free alternative to one-on-one meetings with a planning attorney in the form of client seminars. During these seminars, we review trust documents with a group of clients and advise them on the latest changes in the law. We also do a funding review, ensuring clients have placed the appropriate assets onto their revocable trusts. Usually, minor changes need to be made to a client’s plan.

    Meet Our Attorneys

    Our Team



    How Important Is It For Me to Have an Estate Plan?

    Having a clear plan for what happens to your assets after death is an unpleasant but necessary step for anyone wanting to ensure the well-being of their family. Protecting and preserving your hard-earned wealth can bring you and your loved ones more peace of mind. Early planning is the key to avoid undue stress, especially in the case of an unexpected death or disability.

    Having an estate plan also helps minimize arguments among family memebers when it comes to who is entitled to what and allows you to decide who will take care of your minor children. There are many reasons you should have an estate plan. However, it can be a bit overwhelming to create an estate plan on your own, and you may find yourself with many questions and concerns. Our estate planning attorneys can help you craft a legal document that will help to ensure your loved ones are cared for and your wishes are respected.

    Client Success Stories

    Sara Waters profile picture
    Sara Waters
    19:35 01 Nov 23
    Keats is a wonderful lawyer and really knows his field. He and his staff have been delights to work with.
    Pamela Gordon profile picture
    Pamela Gordon
    11:18 19 Oct 23
    We scheduled an appointment with Keats Boyd III after attending a free informational seminar which demonstrated his team’s depth of knowledge and experience in estate planning. Keats explained the law, risks and benefits of various estate plans for both our personal and business needs. No doubt, he was totally focused on our best interest. As we were preparing for an international trip, Keats and his team expeditiously prepared our documents before our departure. Everyone was extremely helpful during the entire process and we feel confident that we have a sensible and comprehensive estate plan. Highly recommend Boyd & Boyd.
    Pam Hart profile picture
    Pam Hart
    17:42 28 Sep 23
    I went to a two hour seminar, which
    I wish was all day. There was so much information. I was very impressed and am very excited to have my consultation.
    Bob profile picture
    Bob
    19:51 09 Aug 23
    Keats did a fantastic job in supporting our estate planning needs. They were immediately responsive and explained all we needed to know. Highly recommended.
    Nelson Frew profile picture
    Nelson Frew
    23:35 06 Aug 23
    We have worked with Keats for the last 18 years. He has helped us establish and understand the trusts we need to ensure the best for our sons, and has kept us updated and informed about the changing tax laws and guidelines. His complimentary review sessions have helped us to keep up to date as well. He has been kind, helpful, respectful, and, most importantly, completely knowledgeable about the changing estate planning world. We highly recommend him and his firm.
    Elaine Gerlt profile picture
    Elaine Gerlt
    23:34 27 Jul 23
    I first went to the three day seminar last year. I felt very overwhelmed and lost. After attending again this year, I feel much more confident in my trust decisions. Keats and Wendy have been very kind, supportive and caring during this difficult decision. I highly recommend Boyd & Boyd.
    Tabetha Avtges profile picture
    Tabetha Avtges
    16:33 27 Jul 23
    I just sat through 3 days of seminars Boyd & Boyd offers to help my parents. I was pleasantly surprised at the details Keats went into each day. Very thorough presentations. Took time to answer all questions. Highly recommend.
    Edward Breen profile picture
    Edward Breen
    19:14 25 Jul 23
    Boyd & Boyd takes the time to walk you through the entire process of creating the trust that is best for you. They also have the ability to simply explain some very complicated issues- which gives you peace of mind.

    Their seminars are timely and very educational with regards to tax law and estate changes that have or about to take place. I highly recommend Boyd & Boyd.

    What is Estate Planning?

    Estate planning is simply a process of organizing your affairs and assets in a way that allows wealth to be transferred to loved ones while minimizing taxation and probate time and administrative fees. By having a complete estate plan, you are able to determine how your assets will be distributed and divided after your death, minimizing stress and unease for your loved ones and ensuring your wishes are respected.

    If you don’t have an estate plan in place before your passing, the government will end up deciding what happens to your assets and how they will be divided based on the laws of your place of residence. More often than not, the outcomes from this situation are undesirable and may not conform to your wishes, causing undue stress to your loved ones. Our elder law attorney and estate planning attorney can help you with all aspects involved in drafting a plan that protects your assets and clearly defines beneficiaries.

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    Contact Our Offices to Start Planning Your Future Today!

    Certain life events can trigger the need for a revision of your estate plan. For example, a marriage or divorce, the birth or adoption of a child, relocation, the death of a spouse, and even changes in tax law. If none of these changes occur, we recommend you review your estate plan with your lawyer every three years.

    At Boyd & Boyd, we take pride in devoting our time to neighbors throughout Cape Cod, The Islands, and the surrounding areas in Southeastern Massachusetts, with our law firm conveniently located in Cape Cod. The largest of the 7 villages in the town of Barnstable, Hyannis is a ferry boat connection for passengers and freight to Nantucket Island. Our office is located 2.5 miles from Cape and Islands Veterans Outreach Center and about 1 minute from the culturally historic Cape Symphony. Our founder, Keats Boyd, is also a frequent guest on the WXTK 95.1 FM. With a rich history, Cape Cod is one of the most well-established communities in the country. Our Firm is proud to be a part of that legacy and honored to help you create one of your own.  

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