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Estate Planning Customized To You And Your Needs

At Brown & Brown, P.C., we work closely with our clients to develop custom estate plans that meet 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.

The Importance Of Thorough 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.

What An Estate Plan Allows You To Do

Everyone needs an estate plan, even if they don’t have a lot of money, because an estate plan allows you to choose your own personal representative, healthcare agent, attorney-in-fact, trustee and guardian and decide where your assets will go. If you have minor children or a child with special needs, 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. For folks who do have significant resources, estate planning helps avoid or minimize tax obligations and speeds up the management of complex estates.

Learn About Your Options In A Free Consultation

You may not know which documents you need, and that’s no problem. During your free consultation, we can discuss your goals and help you determine what your estate plan should include. To get started, contact our office in Bedford, Massachusetts, by calling 781-275-7267. You can also reach out online.