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
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| Service: | Select a service to schedule an appointment. - New Clients - In-Person Estate Planning Consultation
Our legal consultation includes a review of estate planning, a discussion of the questions you may have regarding the essential documents necessary to assist your family in times of transition, and a review of your existing legal documents. - New Clients - In-Person Estate Administration Consultation
Our legal consultation includes a review
of existing estate planning, assets that may need estate or trust
administration to pass to a beneficiary, tax reporting requirements, important
legal steps to take in the first year after the loss of a loved one, and
discussion of the questions you may have regarding assisting your family in
times of transition. - New Clients - In-Person Nursing Care Planning Consultation
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 - Update Power of Attorney/Health Care Proxy
We encourage all of our clients to update their Durable Power of Attorney and Health Care Proxy every few years to ensure that you have the tools you need during life's transitions.
- Current Clients - Estate Plan Review and Signing
During this in-person meeting, we will review a draft of the estate planning documents we have prepared for you, finalize and sign your estate plan. - Current Clients - Going to College Package
For our client's children who are over the age of 18 and not yet married, we offer to prepare a package of just the essentials for this age group including a Durable Power of Attorney and Health Care Proxy to allow them to give permission to a loved one to act as their backup to make financial and health care decisions. - Current Clients - Office Consultation
We are happy to meet with existing clients at any time to review planning, answer questions and discuss changes that may impact planning. - Home Visit $1,500
We understand that not all clients are able to travel to us. We provide our services at your location for an additional charge of $1,500.
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600 Cordwainer Drive, Suite 201, Norwell, Massachusetts, 02061
