As we all know, owning a home means you have significant asset. It is imperative that we all have an estate plan to protect this and all of your other assets. Michael concentrates his practice on estate planning, business planning, elder law services, and wills, trusts and probate. His extensive experience as a financial adviser and as a lawyer with a Boston-based estate planning firm, allows him to offer clients an integrated approach to financial planning, estate planning, business planning and asset protection. His background includes advising closely held large and small businesses and individuals.
As an estate attorney, Michael regularly works with retirees, helping them develop sound estate plans that address tax liabilities, long-term care issues and asset protection. He creates various financial and legal strategies for clients to pass wealth onto heirs, to provide asset protection, to settle their estate according to their wishes, and to reduce their tax burden. He readily collaborates with the client’s accountant, investment adviser and insurance professional. In addition, he helps high net worth individuals with sophisticated estate planning and wealth transfer techniques, including revocable trusts, irrevocable life insurance trusts, family limited partnerships (FLPs) and limited liability companies (LLCs).For business owners and high net worth individuals, Michael develops customized investment and risk protection strategies to facilitate a client’s accumulation, preservation and transfer of wealth. He keeps up-to-date on all of the changing regulations and laws on estates, trusts, finances, taxes and nursing home regulations.
Estate Planning Attorney
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