Estate Planning

A comprehensive estate plan is more than just a series of documents – it’s a guarantee that your wishes will be respected, both when you are unable to make decisions for yourself due to incapacity and after you are gone.  A well drafted estate plan provides your family and loved ones with guidance regarding your health care wishes, financial well-being, and the management and transfer of your wealth at death. Careful planning and drafting can also maximize the value of your estate by minimizing unnecessary taxes and expenses, and can also help your family avoid the time and expense of probate.

Your estate plan allows you to choose your own fiduciaries, such as your Executor, Healthcare Agent, Attorney-In-Fact, Trustee and Guardian.  If you have minor children, an estate plan also lets you choose a Guardian for your children who will ensure that they are raised according to your family’s values.

At Brown & Brown PC, we work closely with our clients to  develop a custom estate plan that meets your needs and wishes.  Because we know that every client is unique, we take the time to get to know our clients and their families, and we tailor every estate plan to match each individual client.  Please click on the links to learn more about how Brown & Brown can meet all of your estate planning needs.

More Information:

Wills: Find out how we can help you create a Will to properly distribute your property.

Healthcare Proxy/ Living Will: Click here to learn how Brown & Brown can help you have the right plan in place to protect your health care wishes.

Durable Power of Attorney: Brown & Brown can work with you to have documents in place so that others can manage your property should you become unable to do so.

Trusts: Trusts accomplish many different goals, from basic estate planning to complex tax planning. Click here to learn about how a trust can help your family.

Estate Taxes: If you think you may have a taxable estate (which in Massachusetts is any estate over $1 million) we can help you minimize your tax burden. Click here to find out how.

Glossary: We've compiled a few of the more frequently used Estate Planning terms to help guide you along the way.

Estate Planning FAQs and Common Myths: We've listed a few of the questions that clients often raise regarding the Estate Planning process as well as some of the common misconceptions. If it's not here, just call us!

Estate Planning News: Click here for the latest news in Estate Planning.

DOWNLOAD FORMS:

Our Estate Planning Forms are provided here for your convenience. Please fill them out prior to your first meeting with our office. You may either print them and fill them out by hand, or fill them out electronically and email them to use directly. You may also save a copy on your own computer.

Estate Planning Worksheet (Individual)

Estate Planning Worksheet (Married)