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Estate Planning Lawyers Helping ProtectYour 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 will 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?
Avoid MAEstate Tax: Non-Residents
Personal Asset Trust
IRA Inheritance Trust
Optimal BasisIncrease Trust
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.
How Important Is It For Me to Have a Will?
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 a will also helps minimize arguments among family 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 a will. However, it can be a bit overwhelming to write a will 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.
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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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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 Hyannis, 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 4 miles from Kalmus Park Beach and 9 minutes from the culturally historic Joseph P. Kennedy House. We are less than 3 miles from Barnstable Municipal Airport (HYA). 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.