When it comes to planning for the future, creating a comprehensive estate plan is essential. We take the time to get to know our clients and their goals. We share out expert knowledge in a way that is easy to understand, so you can choose the right estate planning tools to protect your assets, make your final wishes known, allocate assets to your beneficiaries, set up instructions for end-of-life care, and so much more.
At the Heritage Law Center, we know that every client has unique needs and goals. Our clients are young people starting out, new parents, middle-aged adults, and older adults. Our team is here to work with you to create an estate plan that meets your needs. We understand how important it is to protect the assets you have worked so hard for, and we’re committed to caring for you and your family as you age.
If you’re interested in creating an estate plan, please don’t hesitate to reach out. Contact our law firm at (617) 765-9307 for a confidential consultation.
Your bank accounts, investments, real estate, properties, and other assets are yours to keep throughout your lifetime. Once you pass away, a comprehensive estate plan will ensure your assets get distributed to the people you choose. The right estate plan can minimize estate taxes and avoid probate fees, so you leave more to your family and friends. An estate plan can also make sure that if you pass away, your children will be taken care of by the people you want, in the way you want.
Estate planning also allows you to create a plan for medical instructions and end-of-life care. Many people are concerned about how they might communicate their medical wishes if they become incapacitated. With estate planning tools like a health care proxy and a power of attorney, you can rest assured that your wishes will be respected, even if you can no longer convey them.
When making such an important decision, it’s essential to find an experienced estate planning lawyer who will create an estate plan that’s unique to you and who will clearly explain your plan so you understand it. Other law firms might try to force your assets and your wealth into an existing estate plan that doesn’t quite meet your needs. At the Heritage Law Center, we don’t believe in a one-size-fits-all approach. Instead, we’ll create an estate plan that accommodates your unique goals and your financial situation.
When searching for an estate planning law firm, you should also look for a team that will build a solid relationship with you. Some firms treat their clients like just another number, avoiding their calls and billing them for a 15-minute conversation. We bill for estate planning on a flat fee basis, so you don’t have to hesitate to call us. Our team wants to help you be prepared your entire life.
As a young man, Mr. Karr saw first-hand the consequences of failing to have an estate plan in place when his grandmother died without a proper estate plan. Then early in his career, he worked at a law practice that placed company profit above compassionate service. Those experiences inspired Mr. Karr to create a new kind of law center; one focused on providing compassionate guidance and expert knowledge. As a husband and the father of a young daughter, Mr. Karr is dedicated to assisting individuals and families who, like him, want to provide for and protect those they love.
An estate planning lawyer helps you build a comprehensive estate plan to protect your assets, distribute your assets, name guardians, note medical wishes, and more. As your estate planning team, we’ll sit down with you to learn more about your future goals and your financial situation. We’ll make recommendations for estate planning tools based on your unique circumstances.
As your estate planning team, we’ll also help you update your estate plan regularly as your life changes. An estate plan is only helpful if it reflects your life and your assets as they are now, not ten years ago. We’ll keep in touch with you to answer your questions and make improvements to your estate plan as needed.
At the Heritage Law Center, good communication and a genuine concern for our clients are at the core of everything we do. To start our relationship with you as a client, we’ll first listen to your specific situation and your goals for the future.
We clearly explain estate planning strategies, and we answer any questions you have. We provide you with a flat fee for the estate planning documents you select, so you don’t ever have to hesitate to call us. We work with you to develop an estate plan that will best protect you, your assets, and your family.
At the Heritage Law Center, we want to get to know you well to establish a warm relationship that will continue through the years. We’ll be there to help you update your estate planning documents so they will reflect the changes in your life like when you buy a home, get married, have children and grandchildren, or prepare for the possibility of long-term care.
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Estate planning is essential for everyone, but high-net-worth individuals (HNWIs) face unique challenges and opportunities that require specialized strategies. In Massachusetts, with its relatively high
Whether you just entered the workforce or you’re months away from retirement, it’s never too early to start your estate plan. Protecting your assets and making sure your loved ones will be taken care of in the future is essential, as is documenting an incapacity plan for yourself in case it’s ever needed. At the Heritage Law Center, we’re confident that with our experience and knowledge, we can help you with any of your estate planning needs.
Our Woburn office is located right off I-95, right in front of Middlesex Superior Court. Feel free to give us a call at (617) 765-9307 to learn more about our services and how we can assist you.
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