Estate Planning
Planning for You and Your Family
Wills • Trusts • Estate Planning
Plan Today, Peace of Mind for Tomorrow
Thoughtful estate planning can help protect your family, organize your affairs and make your wishes clear.
A Massachusetts Declaration of Homestead may provide important protection for equity in your principal residence from certain creditor claims, subject to Massachusetts and statutory limitations.
Let's Discuss Your Estate Plan
Contact the Law Office of Joseph F. De Leo to discuss your needs and determine what planning may be appropriate for you and your family.
Thoughtful estate planning can help protect your family, organize your affairs and make your wishes clear.
Estate Planning Services
The Law Office of Joseph F. De Leo provides estate-planning assistance as part of its legal services for individuals and families. We can help you consider the documents and arrangements that may be appropriate for your circumstances. An estate plan should be tailored to your family, property, financial circumstances and wishes. The following are common components to consider.
Last Will and Testament
Provides instructions concerning the distribution of property at death and can address important appointments, including guardianship considerations for minor children.
Revocable Living Trusts
Can provide a structure for managing and transferring assets during life and after death and may help avoid probate for assets properly held in the trust.
Durable Power of Attorney
Allows you to name a trusted person to handle financial and legal matters if you are unable to manage those matters yourself.
Health Care Proxy
Names an individual who can make health care decisions on your behalf if you become unable to communicate or make those decisions.
Irrevocable Trusts
In appropriate circumstances, an irrevocable trust may be considered as part of a broader estate-planning strategy. These arrangements have significant legal consequences and require careful planning.
The Law Office of Joseph F. De Leo provides estate-planning assistance as part of its legal services for individuals and families. We can help you consider the documents and arrangements that may be appropriate for your circumstances. An estate plan should be tailored to your family, property, financial circumstances and wishes. The following are common components to consider.
Last Will and Testament
Provides instructions concerning the distribution of property at death and can address important appointments, including guardianship considerations for minor children.
Revocable Living Trusts
Can provide a structure for managing and transferring assets during life and after death and may help avoid probate for assets properly held in the trust.
Durable Power of Attorney
Allows you to name a trusted person to handle financial and legal matters if you are unable to manage those matters yourself.
Health Care Proxy
Names an individual who can make health care decisions on your behalf if you become unable to communicate or make those decisions.
Irrevocable Trusts
In appropriate circumstances, an irrevocable trust may be considered as part of a broader estate-planning strategy. These arrangements have significant legal consequences and require careful planning.
Homestead Protection
A Massachusetts Declaration of Homestead may provide important protection for equity in your principal residence from certain creditor claims, subject to Massachusetts and statutory limitations.
Let's Discuss Your Estate Plan
Contact the Law Office of Joseph F. De Leo to discuss your needs and determine what planning may be appropriate for you and your family.