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Protecting Your Assets
220 Broadway (Rte. 1 South), Suite 404
Lynnfield, MA 01940
attorneysd@protectingyourassets.com
(978) 210-9666

Services


  • Wills

  • Trusts

    • Revocable living trusts for probate avoidance & basic estate planning

    • Irrevocable Medicaid qualifying trusts (protection from nursing home expenses)

    • Supplemental Needs Trusts for disabled or special needs children

    • Asset protection trusts (protection from lawsuits)

    • Irrevocable Life Insurance Trusts (ILITs) to minimize estate tax

    • Estate tax planning trusts for married couples (Credit Shelter Trusts)



  • Probate of Estates

  • Power of Attorney documents

  • Health Care Proxies

  • Living Wills

  • HIPAA Releases

  • Homesteads

  • Elder Law and Nursing Home/Medicaid Planning

  • Prenuptial Agreements

  • Formation of Limited Liability Companies (LLCs)

Resources

Professional Associations

  • Massachusetts Bar Association
  • Boston Bar Association
  • North Shore Chamber of Commerce
  • Marblehead Chamber of Commerce
  • Business Network International
  • Essex County Estate Planning Council

Government

  • Massachusetts Registry of Deeds
  • Massachusetts Department of Revenue
  • Health and Human Services (Mass)
  • Secretary of the Commonwealth of Massachusetts
  • Massachusetts General Laws
  • The Massachusetts Court System
  • U.S. House of Representatives
  • U.S. Senate
  • White House

Financial

  • Cost of Long Term Care
  • Net Worth Calculator
  • About Roth IRAs

News

  • Excessive Probate Fees: Keeping Organized
  • Wills Series Part XII: Reciprocal Wills
  • Prenuptial Agreements
  • Wills Part XI: Pour-over Wills
  • Trusts Series Part VI: Spendthrifts

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This web site may be considered advertising under Massachusetts Supreme Judicial Court Rules. The content on this web site is for informational purposes and is not legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.