Best Estate Planning Attorneys in Boston, MA

Yes. Although we do most of our estate planning for Massachusetts residents, we do work with people around the country. If you are a resident in another state, we can work with you but may need to collaborate with an attorney in your state, particularly as it pertains to real property. Lawyers in our firm are admitted to practice in Massachusetts, New York, and Washington, D.C. We belong to a national group called Wealth Counsel we can help you find someone locally if we are not able to best serve you ourselves.

We have clients all over the state and country. Most of our clients come from Suffolk, Middlesex, Essex, Plymouth and Norfolk Counties. Of course, if you live in Worcester, Hampden, Hampshire, Barnstable, Dukes, Bristol, Berkshire, Franklin or Nantucket counties, we are able to work with you but recognize there may be some inconvenience for face to face meetings. We value our client relationship, so we will want to establish a good working relationship with the right balance of meetings and conversations. Most of our meetings do happen in our Boston office. We strive to strike the right balance with our clients and will plan the meetings so they will be convenient for train or ferry schedules. After an initial meeting, however, much of the work can be done remotely via phone, fax and e-mail.

If the Pet Trust has been set up properly, that gift would normally lapse if you survive your pet. There are really a variety of choices you could make. You could choose to set aside some amount for the care and well being of your pet and in the event it were not all used up, it could be donated to a local animal shelter or other animal charity such as the ASPCA, or to any other beneficiaries that you choose.

You can always put such a bequest in your Will or your Trust. We also include in our estate plans a Memorandum of Tangible Personal Property. This Memorandum allows you to specify who you would like your personal property distributed to, such as the special pair of earrings for that lovely granddaughter.