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Boston Estate Planning Attorneys

Boston Estate Planning Attorneys

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For nearly 25 years, individuals, families, and businesses have turned to Colucci, Colucci & Marcus, P.C., for legal services ranging from basic estate planning to complex estate tax issues and will and probate disputes. In addition to helping you when you need a Boston estate planning lawyer, we assist clients in preserving wealth, passing assets to future generations, and resolving conflicts. As leading estate planning lawyers, we guide you through the planning process to the simplest and most effective method of achieving your goals.

Plan for the Future with Help from Our Estate Planning Lawyer

We handle a wide range of legal matters relating to estate planning and probate law, including:

Put Your Trust in Our Experience

We have assisted hundreds of clients with estate planning and probate law legal issues since 1995. In addition, our team is highly knowledgeable regarding elder law and the law as it applies to incapacitated adults. Attorney Matthew Marcus is:

  • A former member of the Board of Directors of the Massachusetts Chapter of the National Academy of Elder Law Attorneys.
  • A Member of the Advisory Board for Massachusetts General Prime Care
  • Serves in Leadership Roles for:
  • Massachusetts General Hospital
  • Somerville/Cambridge Elder Services’ Money Management Advisory Council
  • South Shore Hospital’s Planned Giving Committee
  • Runs an Advocacy Group for Adults with Developmental Disabilities
  • Co-Chair of the Boston Bar Associations Elder Law Committee

A Superior Approach to Drafting Wills

You probably know that a will ensures that your wishes are carried out regarding the distribution of your property after death. But a will does many other things as well. A will lets your family know who you want to handle your affairs, and how you want them to do so when you are gone. A will is used to name a guardian for your minor children in the event of your death.

At our law firm, we draft wills and create other estate documents for people from all walks of life. We tailor each will to meet the specific needs of each client. A will forms the basic building blocks of an estate plan. Even people of modest means have the need for a will and other estate documents. Our firm treats every client as a unique person with unique needs.

In creating your will and other estate documents, we take time to learn about your life, your family, and your values. We discuss your goals and what you want to achieve at certain times in your life. Then we create those documents and legal vehicles that can help you achieve those goals. To schedule a consultation about a will or other estate matter, contact our Boston firm.

Carrying Out a Formed Trust

Once a trust has been legally formed, it must be funded and administered. The trustee or trustees of the trust have a fiduciary responsibility to properly manage its investments, operation, and disbursements. There are also tax-reporting obligations. As an experienced trust administration lawyer, we provide a full range of services to trustees designed to help them carry out their fiduciary duties and legal obligations.

For more information about our trust administration services, contact our firm.

Contact a Boston Estate Planning Lawyer Right Away

There are many different types of trusts that are intended to meet different needs. A lawyer at our firm can review your situation and recommend a trust vehicle that achieves your estate planning goals.

Many trusts are set up to provide for the needs of a disabled or incapacitated person. As a trustee, you have a solemn fiduciary duty to properly manage the affairs of the trust in a way that complies with the letter of the trust’s provisions, as well as in their spirit. Colucci, Colucci & Marcus, P.C. can help you fulfill these important duties. We can handle all aspects of the trust administration process, provide trust litigation, and provide services to a trustee on an as-needed basis.

Contact us to speak with our estate planning lawyer in Boston, MA, about our trust administration and litigation services. Our team of attorneys is standing by, ready to assist you with anything issues you are facing. We know that thinking about the future can be stressful, so our team works with you to make sure you can achieve your estate planning goals. Call a Boston estate planning attorney at 617-917-3917 for more info about our services.