Our Expertise in Estate Planning
At the Law Office of Jennifer P. Heald, we specialize in providing expert estate planning services tailored to your unique needs. As an experienced estate planning attorney, Jennifer P. Heald understands the importance of safeguarding your assets, ensuring your healthcare preferences are honored, and securing the financial well-being of your loved ones. With our comprehensive range of services, we are committed to guiding you through the estate planning process with care and expertise.
Power of Attorney:
By drafting a Power of Attorney, we ensure that a trusted individual of your choice can manage your financial and legal matters in case of your absence or incapacity. We help you define the scope of powers granted, whether broad or limited, to suit your needs. For seniors, we prioritize the inclusion of specialized clauses in a Durable Power of Attorney to safeguard your assets.
Health Care Proxy:
With a Health Care Proxy, you designate a trusted agent to make medical decisions on your behalf when you are unable to do so. We help you establish clear guidelines and preferences for your healthcare, ensuring that your chosen representative advocates for your well-being and follows your directives. If desired, we can integrate a Living Will to address end-of-life decisions.
Last Will and Testament:
A Last Will and Testament is a vital document that ensures your assets are distributed according to your wishes after your passing. We assist you in creating a comprehensive and legally valid Will, minimizing the risk of the state making determinations on asset distribution. Our guidance ensures that your Will complies with applicable laws and can be recognized in any state.
Revocable Trust (Living Trust):
A revocable trust, also known as a living trust, enables you to transfer your assets into a trust during your lifetime. This trust allows for the seamless distribution of assets to beneficiaries without the need for probate court involvement, providing you with flexibility and cost savings. You retain the ability to modify or amend the trust as circumstances evolve.
Irrevocable Trust:
An Irrevocable Trust serves as a powerful tool to protect your assets, particularly in the context of Medicaid/MassHealth planning. By restricting your access to the trust’s principal, this trust shields your assets from long-term nursing home care expenses. We ensure that your Irrevocable Trust is structured and managed correctly to achieve your asset protection goals.
Testamentary Trust:
Integrated into your Last Will and Testament, a Testamentary Trust takes effect upon your passing. It is commonly used for Medicaid planning purposes, allowing for the preservation of assets while ensuring eligibility for important benefits.
Special/Supplemental Trusts:
We provide guidance on creating Special Needs Trusts, also known as Supplemental Needs Trusts, designed to support individuals with disabilities. These trusts help preserve eligibility for government assistance programs while enhancing the quality of life for your loved ones with special needs.
Advanced Trusts
We offer expertise in advanced estate planning trusts, including Irrevocable Life Insurance Trusts and Credit Shelter Trusts. These sophisticated instruments provide additional layers
Estate Planning That Puts You in Control
Our estate planning services revolve around the central theme of empowering you to maintain control over your affairs. We recognize that every individual has distinct circumstances and objectives, and we take the time to listen and understand your specific goals. With a client-centered approach, we work closely with you to develop a personalized estate plan that reflects your wishes and protects your interests.
Legal expertise delivered with thoughtfulness and compassion