The Self-Guided 19-Point Trust, Estate and Asset Protection Legal Guide is provided on a complimentary basis. Even if you do not already have an existing plan, the information provides valuable education to help you consider what should be included as part of your plan to meet your goals and objectives. SEE BELOW TO GAIN ACCESS TO THIS FREE LEGAL GUIDE ON-LINE.
Watch Dennis Discuss Our Unique Estate Planning Process
We also offer more personalized reviews, based on individual circumstances. These reviews provide the opportunity to:
1. Learn about changes in the law since your documents were drafted (or learn about laws that will affect planning if they don't already have a plan.)
2. Learn about opportunities for enhanced asset protection
3. Learn about tax problems and how those may effect your estate
4. Identify opportunities in tax, estate and asset protection and develop a plan to implement those improvements.
Our unique review system was developed after reviewing hundreds of documents prepared by other Attorneys. During the review process, we evaluate the areas in which an existing plan meets a family’s goals and objectives and where significant problems may exist. We review all aspects of existing documents and point out areas where you may wish improvement, such as with out of date documents, loss of life savings due to increasing nursing home costs as well as asset protection and tax savings.
To schedule a review, please contact our office at (781) 237-2815.