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Estate planning is the process of planning in advance for death or possible incapacity, in a way that attempts to maximize the goals of the person who is planning. Estate planning covers a wide range of personal and family objectives: transferring wealth, avoiding probate, protecting assets or planning for incapacity. We help clients facing simple or complex estate planning issues to define and achieve their goals.
We will explain and prepare as appropriate such basic or advanced estate planning documents and instruments:
- Last will and testament
- Gift transfers
- Durable power of attorney covering financial decisions
- Advance directives to physicians
- Designation of guardians for minor children
- Transfer documents to effectuate gifts
- Revocable living trust
- Life insurance trust
- Special needs trust
Get in Touch
Anastasi & Associates P.C.
245 Main Street
Oxford, MA 01540
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We’ll walk you through every step. Reach out using the contact form below, and let’s figure out how we can help.