PLANNING WITH PURPOSE. PLANNING FOR You.
IT ALL BEGINS WITH YOU.
Maybe you need a simple will. Maybe you want to know more about trusts. Perhaps you want to reduce your estate tax burden. Or avoid probate. Or smooth the way for your loved ones. Maybe you are not sure what you need, but want to learn more about what we do.
Whatever it is, we are here for you - contact us today.
our attorneys
Rebecca O’Brien
Liz O’Neil
Our Practice Areas
wills
We work one-on-one with client to provide clear, concise documents that will ensure a client's goals are achieved. We often draft provisions appointing guardians and conservators for minor children if needed, and our standard package includes durable powers of attorney and health care proxy documents. We tailor the documents to our clients' needs.
trusts and estates
We personally craft an estate plan for each client, one that takes into consideration the reduction of the effectual estate tax and possibilities under the 2010 Tax Relief Act. We work to structure the appropriate documents and entities, wills, trusts, and/or LLCs to most effectively transfer wealth between generations, taking into consideration the needs of spouses, children and any family members with special needs. Our goal is to aid you in planning for your future so you can feel secure that you have done your best to provide for your family.
estate admiinistration, probate
We work closely with clients to help navigate the aftermath of losing a loved one. Whether working through the court system for a probate appointment, preparing documents for an estate tax return, or helping manage the administration of a trust or an estate, our attorneys have a wealth of experience making this process go as smoothly as possible for our client.
mediation
Are you dealing with a difficult family situation? Are you having trouble with your neighbor? Would you like a neutral third party to help you work through your conflict? Alternate dispute resolution enables people to find a non-litigious path towards resolving their conflicts. Our team’s experience helps to mediate conflicts and find solutions that bring a sense of fairness and resolution.
In each area of our practice, we provide clients with top-notch legal services at reasonable rates.
guardianships and conservatorships
Does a loved one need a guardian for day-to-day care and custody? Does a family member need financial oversight by a conservator? We are here to help you consider the available options and protect your loved ones.
Not sure what you need? contact us today - initial consultations are free of charge.
contact us
lexington
405 Waltham Street #226
Lexington, MA 02421
newburyport
P.O. Box 1359
Newburyport, MA 01950