Estate Planning

Estate planning is necessary for every individual who wishes to direct the transfer of his or her assets on death or to manage those assets during an incapacity or incompetency. Our firm has planned estates for young families, elderly persons, disabled adults and children, as well as for business owners. Over the years we have safeguarded millions of dollars for clients who have sought our counsel to safeguard their assets and their estates, including their homes, investments, life insurance and bank accounts. We offer advice involving avoidance of estate taxes, probate and Medicaid/Mass Health/nursing home planning. We work closely with experienced CPAs or your own tax planner to create strategies that serve your estate needs.

We draft Homesteads, Wills, Trusts, Powers of Attorney, Health Care Proxies, Living Wills and other estate documents. We will advise you on whether there are any Federal or State Estate tax ramifications to your estate plan.

For more information regarding Szyjka & D’Eramo’s Estate Planning practice, please contact Peter Szyjka.