My practice has moved to Burns & Levinson
LLP to provide you with improved service and more convenient locations. I
appreciate the opportunity to assist you with your estate planning and look
forward to continuing our relationship to ensure you reach your planning goals.
Burns & Levinson LLP has over 55 years of
experience in developing and administering trusts and estates and understands
the challenges faced by Personal Representatives and Trustees as they step into
the role of fiduciary. Few firms can match their expertise and quality of
service. This makes them an excellent
partner for me to ensure that I will be able to offer you and your family the
very best legal assistance in the future.
Online Scheduling
Location: | #1 - Zoom Meeting or Telephone Call change |
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Service: | Select a service to schedule an appointment. - New Clients - Estate Planning Consultation by Zoom
Our legal consultation for estate planning includes a review of the essential documents necessary to assist your family in times of transition. . - New Clients - Estate Administration Consultation by Zoom
Our legal consultation for estate administration includes a review of the important legal steps to take in the first year after the loss of a loved one. We will discuss the legal questions you have regarding this time of transition. . - New Clients - Nursing Care Consultation by Zoom
Our legal consultation for nursing care is for families
with loved ones needing immediate nursing care or needing to transition from
in-home care or assisted living to nursing care within 6 months. We will
review and discuss the requirements for qualifying for MassHealth benefits to
pay for long-term nursing care and the rules related to protecting exempt
assets. . - Current Clients - Estate Plan Draft Review by Zoom
During this Zoom meeting, we will review a draft of the estate planning documents we have prepared for you. . - Current Clients - Telephone Conference
A telephone conference is reserved for current clients to discuss quick questions over the phone. . - Current Clients - Zoom Meeting
A zoom meeting is reserved for current clients to answer more complex questions and discuss next steps. . - Current Clients - Annual Review by Zoom
The annual review is a time to review any changes in your family, health
and financial circumstances. We will review the titling and beneficiary
designations for all accounts to ensure that all of your assets will pass in
accordance with your wishes.
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Any location, Boston, MA, 02110