Estate Planning

Law Office of Kathryn A. Toomey provides businesses and individuals located in the areas around Central Massachusetts in aspects of Estate Planning. We understand that every client's most important estate-planning goal is to secure a future which provides for your spouse, family, and for the ones you love. We can work with you to create trusts and living trusts (also known as revocable trusts), as well as guardianships and wills. We can also help you create various healthcare and financial directives, including medical powers of attorney, and financial powers of attorney, durable powers of attorney, and appointment. We want to insure that your personal matters and financial affairs are appropriately handled and structured.

Many people are unsure if, or when, they should seek the advice of a lawyer as they begin the process of Estate Planning. If you own property, have children, have recently been married or divorced, or wish to make a special bequest to a friend or relative, you should make or update your will. In addition, if you are new to the Massachusetts area or your will or other estate planning documents were created in another state, you might want us to review your documents for validity, and to make sure they are best suited for your needs. We will insure that your property is distributed according to your wishes and not how others or the Commonwealth of Massachusetts would distribute your property without a will.

Our experience and expertise often enable our clients to reduce or eliminate death taxes and avoid probate. By setting up a living trust, you may avoid probate. Much like a will, a living trust describes what happens to your property in the event of your death. While you are alive, you remain in control and have the power to change the trust at any time. Setting up a living trust allows you to avoid the expense and long delays of probate, and may even save you money on taxes. Talk with us to see if this might be an option available to you.

Another important reason to meet with an estate-planning lawyer is to set forth in a legal document your wishes and directives regarding your healthcare and finances. These documents are critical, in the event you are rendered unconscious or otherwise unable to state your wishes. We can help you draft medical powers of attorney, and financial powers of attorney and appointment that will help your family and medical providers make important decisions if you are unable to do so.