Comprehensive Estate Planning Guidance

Our estate planning lawyers will guide you through asset protection and/or estate planning options with experience, efficiency and a high level of professionalism. Our combination of estate planning attorneys and Certified Public Accountants (CPAs) provide clients with a unique opportunity to receive comprehensive tax advice regarding asset protection and estate planning strategies. Our estate planning services include preparing:

• Crummey Irrevocable Trusts
• Durable Powers of Attorney
• Family Limited Partnerships (FLPs)
• Grantor Retained Annuity Trusts (GRATs)
• Health Care Proxies
• Health Insurance Portability & Accountability Act (HIPAA) Releases
• Homestead Declarations
• Intentionally Defective Irrevocable Grantor Trusts (IDIGTs)
• Irrevocable Life Insurance Trusts (ILITs)
• Irrevocable Trusts
• Limited Liability Companies (LLCs)
• Living Wills
• Qualified Personal Residence Trusts (QPRTs)
• Revocable Trusts
• Supplemental Needs Trusts
• Wills

Basic Estate Planning

Are you considering preparing your first will or revising an existing will? Do you wonder whether your asset structure and family situation requires a more complex estate plan? The combination estate planning attorneys and Certified Public Accountants (CPAs) at the Beliveau Law Group can help you establish a basic estate plan to ensure your assets will be distributed according to your wishes at your death.

Probate Avoidance & Revocable Trust Estate Planning

Just about every client who serves as an executor of a loved one’s estate asks us how he or she can avoid probate so his or her loved ones do not have to deal with the time and expense of probate. The answer is a revocable trust. A revocable trust is an estate planning vehicle that allows clients to transfer their assets to it while they are alive so such assets will be immediately available to their heirs upon their death and not be subject to the time and expense of probate. Establishing a revocable trust is especially important where clients own out of state real estate. In such cases, such property will first be subject to probate in the state where it is located (first probate time consuming process and legal fee) and subsequently be subject to probate in the state where the client lives when he or she passes away (second probate time consuming process and legal fee). Our combination estate planning attorneys and Certified Public Accountants (CPAs) can help you establish and fund such a revocable trust for probate avoidance purposes.

Sophisticated Estate Planning

The federal and state estate planning landscape continues to change. In some cases, federal and/or state gift and/or estate taxes may be applicable. Estate tax minimization strategies include the use of separate revocable trusts containing estate tax provisions for married couples, Family Limited Partnerships (FLPs), Grantor Retained Annuity Trusts (GRATs), Irrevocable Trusts, Limited Liability Companies (LLCs), and Qualified Personal Residence Trusts (QPRTs). Our combination estate planning attorneys and Certified Public Accountants (CPAs) can help you navigate through the ever changing landscape of estate planning to help you reduce any applicable federal and/or state gift and/or estate taxes.

Asset Protection

We live in a litigious society. The number of lawsuits filed each year continues to increase. If you act before a legal claim arises against you, you may be able to protect your assets from future creditors. A common asset protection mistake is a parent adding a child’s name as a joint right of survivor owner of a financial account for probate avoidance purposes. If the child gets divorced or sued, the parent’s financial account may be able to be attached and taken away from the parent by the child’s divorcing spouse or creditor. Asset protection strategies include the use of Family Limited Partnerships (FLPs), Irrevocable Trusts, and Limited Liability Companies (LLCs). Our combination asset protection attorneys and Certified Public Accountants (CPAs) can help you understand and implement such asset protection strategies.

Experienced Estate Planning Lawyers

With offices in Massachusetts, New Hampshire, and Florida, our asset protection and estate planning law firm can update an existing asset protection and/or estate plan or help you establish one. We represent clients in the Greater Boston and Boston Metro-west areas, Salem, New Hampshire and Southern New Hampshire areas, and Naples, Florida and Southwest Florida areas. For a confidential appointment to discuss your asset protection and/or estate planning needs, contact the combination asset protection and estate planning attorneys and Certified Public Accountants (CPAs) at the Beliveau Law Group.