Welcome to EstatePlansPlus.com

Practice Area 1
Planning that makes it possible for your family members to carry out your wishes, if you become unable to manage your own affairs during your lifetime, and upon death. We understand how the elements of estate planning fit together. We plan and coordinate:

Wills:
• Basic Documents: The Simple Will
How An Elder Law Attorney Prepares a Will that Protects Your Interests

Estate Planning and Avoiding Probate: Techniques That Can Save Time and Money
Cases Where Avoiding Probate Caused Costly Problems

Trusts:
The Annual Gift Exclusion Amount Can Be Saved Saved Every Year in a Crummey Trust
ILIT: Irrevocable Life Insurance Trust
Planning Your Legacy and Keeping Control of Your Estate with a Living Trust
Preserving the Lifetime Exclusion Amount of Your Spouse With a Marital Deduction Trust
Q-TIP Trusts to Protect the Surviving Spouse and Beneficiaries
Protecting Your Home and Other Assets from Long Term Care Costs with an Income Only Irrevocable Trust
Supplemental Needs Trusts

Estate Tax Planning:

Estate and Gift Tax Basics
Federal Estate Taxes in 2010 and Beyond
Massachusetts Estate Tax
Marital Deduction Planning

Continuing Legal Education Course Outlines:

Exclusion Of Capital Gain On The Sale Of A Home
Designation Of Beneficiaries For IRAs And Qualified Plans
Repeal Of The Federal Estate Tax And Basis Implications

Practice Area 2
Full service to effectively manage and distribute probate and non-probate assets.

Efficient Estate Settlement Procedures
Funeral Arrangements and Emotional Care for You and Your Family

Call on us to minimize or eliminate estate taxation and income taxes, and protect the estate from potential creditors and liens. We have secured and administered probate assets and non-probate assets.


Representation in Massachusetts and Connecticut Probate Courts for Probate of Wills, Reformation of Trusts and Guardianship.

Probate of Decedent's Estates in Massachusetts and Connecticut
Probate Court Guardianship
You Role as Executor or Administrator of a Probate Estate
Behavior that Justifies a Will Contest
Probate Filing Fees - Massachusetts
Saving Time and Money on Probate of A Small Estate


Residential real estate is often the most valuable asset to be considered during estate planning and estate settlement. We handle all aspects of residential real estate conveyances:

•Buying or Selling a Home in a Buyer's Market? Listen to our clients explain their experiences
Checklist for Selling Your Home
Home Buyer's Checklist
• Shop for the Best Mortgage - Use this Lender Comparison Chart
The Principal Residence Exclusion, and other Income Tax and Property Tax Advantages to Home Ownership
Investing Real Estate in a Self-Directed IRA – A Path to Real Retirement Plan Diversity

Continuing Legal Education Course Outline:
•Personal And Residential Property Tax Exemptions For Homes In Trusts

Schedule of Fees for Estate Planning and Estate Settlement