Wills & Trusts

Estate planning involves more than just setting up Wills, revocable trusts, powers of attorney, and health care directives. For instance, you need to coordinate your assets with asset protection to ensure that your heirs will inherit what they are entitled to, and you want to minimize taxes and expenses.

Wills, revocable trusts (sometimes called “living trusts”), irrevocable trusts, powers of attorney, and health care directives are just the starting point for effective estate planning. Asset coordination is important too, as is asset protection. Many estates must be probated or require trust administration, and while there are often simple ways to avoid probate or trust administration, simple is not always best. Don’t forget taxes, both income and estate (death) taxes. Don’t worry, we have you covered. We have years of experience helping people just like you with estate planning matters. 

We offer many document solutions to common estate planning concerns, a few of which are: probate avoidance, asset preservation, legacy planning, estate tax planning, privacy, and charitable giving. Initially, the focus should be on the goal and not on the means (the legal document). Who are you trying to benefit? What are you trying to achieve? When? Why? These questions are often more important than how (the document solution). The document solution could be a revocable (“living”) trust, an irrevocable trust (there are many different types of irrevocable trusts), a will, a transfer on death deed, a beneficiary designation, a combination of some or all of the above, and so on. We can help you identify your goals, which makes determining how to achieve much less complicated. We can help you organize your thoughts and help you put them into motion to achieve your estate planning goals. Get the facts and make an informed decision. At Brennan & Rogers, PLLC, we will take the time necessary to ensure that you make the right choice for you and one that makes economic sense too. 

Be proactive and get your affairs in order. Call us to speak with one of our estate planning attorneys today about estate planning in Maine, New Hampshire, and Massachusetts. Clients often mention how relieved they feel once they know that their planning documents are in place and that they have a relationship with an attorney that they, or their loved ones, can depend on in the future. 

While the skills and experience of the attorneys at Norman Hanson DeTroy can provide measurable tax savings and clear structure in your personal affairs, the real value we can provide you is “peace of mind.”

We listen to your needs and take the time to create a confidential estate plan to meet your highly personal goals and objectives. Regardless of an estate plan’s complexity, the value of your assets, the nature of the family, or the potential for estate taxation, we can fashion a clear course of action to meet your needs. We enjoy the opportunity to meet with clients, whether in our offices or at their homes or businesses, where we listen to their stories, learn about their objectives, identify their planning issues and concerns, and work to create a suitably unique, efficient, and effective estate plan.

We have decades of experience in drafting a wide variety of estate planning documents to meet individual or family needs, whether a simple Last Will and Testament, a complex estate plan, a succession scheme for a family business, or a transfer of a family vacation home. Our skills include preparing trust documents, be it in the form of marital, special needs, insurance, or residential trusts.

We welcome the opportunity to work with you in the creation of an estate plan to meet your objectives.

Contact the Law Office of Neal L. Weinstein

Whether you are a testator, executor, trustee, beneficiary, or personal representative, we will be there to protect your interests. Contact the Law Office of Neal L. Weinstein today to discuss your case, learn more about our services or schedule a consultation. We look forward to hearing from you!