A Comprehensive Plan That Meets Your Specific Objectives

Estate Planning Services

Many individuals don’t make a comprehensive estate plan because they don’t like to think about end of life or they feel the value of their assets are too small to benefit from an estate plan.

Everyone needs an estate plan and at the Law Offices of Debra Coccoro, we take the time to explain in simple terms the various documents in a comprehensive estate plan, and how these documents will benefit you and your loved ones. Because this is your estate plan, you decide which documents will serve your objectives.

Avoid Probate Court
Going through the probate court system due to an incapacity or death takes time and money. Having a Durable Power of Attorney, Health Care Proxy, and Trust as part of your estate plan will avoid the necessity of going through the court system. These documents allow for the efficient administration of your assets and decision-making with your healthcare.

Minimize Estate Taxes
A well-designed estate plan can minimize or eliminate the Massachusetts and/or Federal estate tax that your loved ones may need to pay at your death. We, at the Law Offices of Debra Coccoro, will take time to assess your assets and explain in easy-to-understand terms whether your estate may be exposed to an estate tax and ways to structure your assets to minimize or eliminate that tax.

Creditor Protection
You’ve worked hard for your assets and want your loved ones to benefit from those assets when you pass away. Including a Trust in your estate planning can provide your loved ones with protection of their inheritance in the event of divorce, lawsuit, or eligibility for government benefits.

Trust and Estate Administration Services

A Trustee or Personal Representative is the person you’ve chosen to administer your assets when you pass away. Administrative responsibilities include paying final bills, filing tax returns, and distributing assets to your beneficiaries.

We offer comprehensive assistance with administering your estate at death. If your estate needs to go through the Probate Court system, then we will prepare the probate forms and assist through all stages of the probate process. If your estate plan includes a Trust, then we will review the Trust instrument and assist with the trust administration process.

During this difficult time, the Law Offices of Debra Coccoro will take the time to explain to your loved ones in easy-to-understand terms the steps involved in the administration process of your Trust or estate.

Planning your estate is difficult, but you don’t have to do it alone.
Call us at 508-896-0200 to find out how we can help!