Wills

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A well drafted will is the cornerstone of a comprehensive estate plan. Don’t let the government dictate the distribution of your assets! Protect your loved ones and those you leave behind with an estate plan that provides for them and realizes your wishes and desires.

Through our comprehensive interview process, we will work with you to identify your key goals and desires and fashion an estate plan that fully realizes your objectives and implements them in a way that is both appropriate and cost effective.

With decades of estate planning experience, Caprera Law Offices has the knowledge and know-how to fashion the right estate plan for you. Whether you need a simple will or a comprehensive estate plan, we have the tools and expertise to effectively realize your goals.

·  Expedited will preparation available
·  Off-site will signing available
·  Complimentary secure document storage available

Trusts

Trusts

A trust can be a powerful, versatile tool in the estate planning toolbox. A Trust is created when a person (the Settlor) gives property to another person (the Trustee) to hold for the benefit of a third person (the Beneficiary). A trust is a legal way to hold and protect your assets for the future.  Trusts can be arranged in many ways, and they can stipulate with specificity exactly how the Trust assets pass to the beneficiaries.

Since trusts avoid probate, your beneficiaries can generally gain access to the trust assets more quickly than through the traditional probate process. In addition, assets transferred into an irrevocable trust may reduce or eliminate tax liability.

·  Testamentory Trust
·  Charitable Lead Trust
·  Charitable Remainder Trust
·  Generation Skipping Trust
·  Revocable & Irrevocable Trusts

Probate

Probate

Probate is the process of proving a will. It is the mechanism through which the assets of a person’s estate is distributed to their heirs and designated beneficiaries. During the probate process, an Administrator is appointed (typically through election in a Will) and the assets of the estate are inventoried. Once the debts of the estate have been satisfied or compromised, the residual and remainder of the estate is distributed according to the Decedent’s wishes as expressed in their will.

If a person dies without a valid will, their assets are passed to heirs by intestate succession as prescribed by state statute. The Massachusetts Intestacy Statute commonly splits the estate equally between a surviving spouse and the decedent’s descendants.

·  License to Sell
·  Testamentory Estates
·  Intestate Succession
· Ancillary Probate

Contact Us

If you have any questions, or if we can serve you in any manner, please do not hesitate to contact us using the below form. We will get back to you as soon as we can.  We look forward to hearing from you!