Cambridge Estate Planning & Asset Protection Lawyer
At MCDG we offer comprehensive financial preservation services to our clients, including essential probate planning tools, such as wills, trusts and other asset protection devices. Our goal is to assist you in passing your wealth along to those you care about, while minimizing your tax exposure.
We will work with you to prepare a solid, multifaceted estate plan that safeguards your assets while allowing you the versatility to maintain the utmost control over your finances during your lifetime and assure that the distribution of your assets and wealth are effectuated in accordance with your directives during the probating of your estate. We recognize that in fashioning your asset protection and inheritance plan we must begin by understanding your specific needs, desires and circumstances. We will meet with you, extensively review your financial assets and obligations, make concrete recommendations that address your particular situation, including maximizing your ability to meet your commitments to those you care about, and shielding your assets from unexpected liabilities you may incur during extended periods of incapacity resulting from tragedies, illness, or other misfortunes. Our estate planning tools include testamentary trusts and living trusts, such as inter vivos trusts, revocable and irrevocable trusts, credit shelter trusts, qualified personal residence trusts, and qualified terminable interest property trusts.
With the use of a Health Care Proxy we can assist you with preparing for and managing a health crisis, placing responsibility for your medical care in those you trust most. With a Power of Attorney, we can help you select an individual most able to effectively manage your affairs in the event that you are temporarily disabled. We are also available to offer guidance and support to those with whom you have entrusted your care.
Although it is an unfortunate fact of life, no estate plan, no matter how well conceived or implemented can prevent dissatisfied individuals from challenging your capacity to execute a will, your selection of an executor, individual bequests and division of the residuary of your estate, and even your exclusion of individuals from recovery. The MCDG is well prepared to defend your decisions with experienced litigators. You can count on us every step of the way.
Kevin J. Mahoney is a Massachusetts criminal defense lawyer, civil trial lawyer, and Estate Planning attorney.
