Working With You To Create A Cohesive Estate Plan
For over 100 years, Sheehan, Schiavoni, Jutras & Magliocchetti, LLP have been helping individuals from all walks of life with their Estate Planning needs. Whether you are just starting your family or you are at the next stage of your life and considering a multi-generational Estate Plan, we have the experience necessary to lay out all your options in order to help you craft the right Estate Plan for you and your family.
Proper Estate and Trust Planning will avoid unnecessary probate administration, reduce legal fees and can save taxes. In cases where Medicaid or other incapacity planning may be needed in the future, the right Estate and Trust Plan can save a lifetime of hard-earned assets from being depleted on nursing home costs.
We Understand The Tools You Need To Protect Your Legacy
With our collective background and experience, we will work with you, your financial adviser and tax professional to create a cohesive Estate and Trust Plan that takes into consideration your short-term and long-term goals.
We are well-versed in all the common Estate Planning options as well as more sophisticated asset protection planning to help you build an Estate Plan that’s right for you.
- Power of Attorney
- Health Care Proxies and Living Wills
- HIPAA Authorizations
- Trusts: revocable, irrevocable, special needs, life insurance and charitable remainder trusts
In addition to creating, reviewing, updating and executing Estate Plans, we can provide counsel on ways to avoid probate, intestate succession and Wills contests.
Our Elder Law Team provides comprehensive Elder Law and Medicaid Planning.
Couples Who Are Just Starting Out
Even young couples without substantial assets need a simple Estate Plan. Otherwise, they are at risk for guardianship and conservatorship proceedings.
Our Attorneys Are Here To Help
Let us help you protect your legacy. Contact Sheehan, Schiavoni, Jutras & Magliocchetti, LLP using our online contact form or by calling our Haverhill 978-373-9161 or Woburn offices at 781-933-SSJM (7756).