Cape Cod is a retirement community for many. It is also a place where entrepreneurs provide the majority of the services and goods necessary to keep the economy growing. We assist individuals across this broad spectrum with estate planning designed to meet their needs and to preserve their assets for future generations.
Our estate planning practice includes planning for those with complex requirements, such as the creation of supplemental needs trusts for individuals with disabilities, Medicaid planning, marital trust planning for those with significant net worth, as well as estate planning for those with more basic needs. We often work with other professionals including accountants, investment and insurance advisors to help clients create a comprehensive estate plan. We counsel individuals as to the use of health care proxies, durable powers of attorney, wills and trusts and homestead protection. We can assist your family to maintain your Cape Cod family residence for future generations. Where appropriate, we assist in the area of business succession planning for clients, ensuring that their families recognize the value of the businesses after the death of the founder.
Our practice includes estate and trust administration. We assist families on Cape Cod and beyond in dealing with simple and complex administrations, guiding families through the complexities of the probate process cost-effectively and expeditiously. From time to time, we are appointed by the Barnstable County Probate Court in circumstances where families require assistance in working through unresolved issues after a loved one’s death, or when a family is in need of a conservator or trustee.
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