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Estate Planning

Estate PlanningFall River, Massachusetts, Wills and Trusts Lawyer

As your family and individual circumstances change over time, your asset preservation and estate planning needs will change, as well. Donnelly & Panaggio, provides a full spectrum of family law services that include estate planning, family business succession planning, and probate administration services.

Contact our office in Fall River, Massachusetts, to discuss your estate planning needs with paralegal Paula Audette and to schedule a consultation with one of our family law attorneys.

We offer knowledgeable estate planning advice and services such as:

  • Testamentary wills
  • Establish a trust
  • Living wills, advance health care directives
  • Durable powers of attorney
  • Special needs trusts
  • Business succession planning
  • Family asset valuation

We will work directly with your financial planner and accountant

Our attorneys' approach to estate planning and probate focuses centrally upon strategies that are unique to each client's estate preservation and distribution objectives. Rather than a one-size-fits-all approach commonly employed by many financial planners, we diligently seek to know your immediate and complete financial situation and how you see your named beneficiaries getting the maximum benefit from your success. We work directly with your financial planner, accountant, tax planner, and other professionals to draft a testamentary will, to establish a trust, and to address all other estate preservation concerns according to your specific needs and wishes.

We view estate planning as part of your complete family law needs

Whether your estate includes complex property and business ownership or is as simple as a house in the suburbs and a retirement account, we offer the confidential, professional services you need. You can rely on our experience for all of your estate planning needs. Contact us to schedule a consultation with our attorneys today.

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