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Wills, Trusts, and Estate Planning

When is the right time to draft or update my estate plan? Can I put it off a little longer?

 

Most people ask themselves many similar questions when considering their estate plans. Admittedly, the idea of calling a lawyer and getting all of your financial documentation together to create an estate plan is not a pleasant one for many people. But for clients of Dardeno LLP, the process is made much simpler; there is ongoing help from an experienced lawyer just a phone call away, and there is sound legal help throughout every step of the process.

Creating A Comprehensive Estate Plan

An attorney from our firm can help you create a comprehensive estate plan that includes:

  • Wills

  • Trusts

  • Financial powers of attorney

  • Living wills and medical powers of attorney

  • Conservatorships and guardianships

One of the most important aspects of our estate planning services, and the thing that sets us apart from all the online do-it-yourself will documents, is our coordination and oversight. For an estate plan to be truly effective, each individual legal instrument has to work in concert with the others so that everything works together in a unified whole. No online form can do that, but our lawyers have the knowledge and experience to make sure your estate plan is well-coordinated and effective

Estate Administration and Probate

After someone has died, all of that person’s assets and debts have to be distributed and satisfied. Our lawyers represent estate administrators and will executors in all the complicated aspects of administration, including:

  • Preparation of accounts

  • Satisfaction of all debts

  • Distribution of assets to interested parties and more

  • Federal and state tax return preparation

  • Clearance of statutory tax liens

  • Negotiation with representatives of the Internal Revenue Services and the Massachusetts Estate Tax Bureau

We bring a strong understanding of the relevant estate laws and tax implications involved, so we can help you handle all of the complex aspects of estate administration.

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