Estate Planning, Elder Law & Probate Attorneys

Many residents benefit from having both. A will governs property that passes through probate, while a trust can help avoid probate altogether, provide privacy, and simplify asset transfers. Your attorney can advise whether a revocable or irrevocable trust is appropriate for your situation.

Yes. Massachusetts imposes a state estate tax on estates valued over $2 million (as of 2025). Proper planning — including gifting strategies, trusts, and asset titling — can help minimize or even eliminate estate tax exposure. An estate planning attorney can develop a strategy tailored to your family’s financial situation.

An experienced estate planning attorney ensures all documents meet Massachusetts legal requirements, avoid probate, helps minimize taxes, and protects your loved ones from unnecessary stress. They also tailor your plan to your family’s needs, ensuring that your assets are handled smoothly and your healthcare wishes are respected and implemented.

You should review your estate plan every five to ten years or after major life changes — such as marriage, divorce, relocation, or the birth of a child. Massachusetts estate laws evolve, so periodic updates ensure your documents remain compliant and reflect your current goals.

A comprehensive Massachusetts estate plan typically includes a last will and testament, revocable or irrevocable living trusts, durable power of attorney, health care proxy, and HIPAA authorization. Together, these documents ensure your wishes are honored, your finances are managed, and your loved ones are protected according to state law.

If you die without a will (intestate), Massachusetts law decides how your assets are distributed. Generally, your spouse and children inherit first, but the exact distribution depends on your family structure. Without a will, the process may take longer and could result in outcomes that don’t reflect your wishes.