Brown & Brown, P.C. is happy to work with you to draft some of your most important documents- a will, health care proxy and power of attorney. Each of these can protect and assist you when the time comes.   We work closely with our clients to develop an estate plan most suited to the client and his or her beneficiaries.

Brown & Brown, P.C. offers personal attention to the family during the difficult period after death. We handle such proceedings as probating the will, appointment of executors or administrators and approval of probate accounts. We assume responsibility for the process of settling an estate, collection and appraisal of estate assets, payment of debts and expenses, preparation and filing of estate and income tax returns, post mortem tax planning and distribution of assets to the beneficiaries.

We often act as trustees or co-trustees of trusts created by our clients, giving personal attention to their investments and keeping in mind their goals and objectives in establishing the trust. In our role as trustee, we hold and manage property and make distributions for the benefit of family members or other beneficiaries according to the terms of the trust.

Our attorneys hold frequent estate planning seminars designed to provide a basic understanding of wills and trusts, as well as the advantages and disadvantages of jointly held property, beneficiary designation on bank and brokerage accounts, insurance policies and IRA/401K accounts.  We also discuss taxation strategy, such as the use of partnership discounts, real estate trusts, living trusts, gifts, and charitable trusts.  Seminars are interactive and do not require you to become a client. Call for more information and the date of our next seminar.

110 Great Road, Bedford, MA 01730

T: 781-275-7267    or  800-287-7267   F:781-275-6940

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