Personalized Tax-Savvy Legal Help

Personalized Tax-Savvy Legal Help

Experienced Help For Your Estate Planning Needs

Estate planning can help ensure that the court and your beneficiaries know your wishes as they relate to your finances, and health care and estate administration. Without one, there can be confusion, frustration, anxiety and delays when administrating your estate, or making any financial or health care decisions if you are incapacitated.

At Steven F. Mann, Attorney at Law, I can help build an estate plan that meets your needs. I can also update it throughout the years to ensure that it complies with state and federal laws, and ensure that it evolves as your family situation changes. Whether you are in debt or own substantial assets, you need a plan.

Estate Planning Resources

I can assist clients with creating:

  • Revocable and irrevocable trusts
  • Wills
  • Advance directives/living wills
  • Durable powers of attorney
  • Special needs planning
  • Retirement and tax planning

I can review the benefits of an estate plan with you as they pertain to your individual situation.

Who Needs An Estate Plan?

Estate planning is for more than just the elderly. Significant life events that can take place in your and your beneficiaries’ lives that call for a plan can include:

  • Divorce
  • The birth of a child or adoption
  • Death
  • Marriage
  • Real estate acquisition
  • Health problems
  • Retirement

Some people mistakenly assume that because they do not own significant assets, they do not need a plan. Do not be fooled. Estate planning is still crucial even if you do not have a high-asset estate. For example, if you have minor children, you can use an estate plan to decide who will be their legal guardians if anything happens to you. You can also leave written instructions for the medical care you will receive if you become incapacitated.

Request A Consultation

Like cars, estate plans require continual maintenance. Laws change, and you want to ensure that your estate plan will be enforceable and clear. Discuss restatements and amendments with me directly to determine if your estate plan is up-to-date. Schedule a consultation with a lawyer today. Call 781-890-8228 or email me with your request. My office is located in Waltham.