Trusted Legal Guidance For Estate Planning

Estate PlanningAs your family and individual circumstances change over time, your asset preservation and estate planning needs will change, as well.

At Panaggio Law, we provide a full spectrum of family law services that include estate planning, family business succession planning and probate administration services.

Give us a call today to discuss your estate planning needs with paralegal Paula Audette and to schedule a consultation with attorney Brenda Panaggio. We serve Massachusetts clients from offices in Fall River and Newton.

Which Estate Issues Do You Need To Address?

We can help you address a full range of estate planning and administration issues, including

  • Wills and trusts — Everyone should have a basic will and consider what types of trust instruments may be in order.
  • Power of attorney for health decisions — A living will is the common term for an advance health care directive providing guidance if you become incapacitated. And a health care proxy that designates someone to make decisions for you if you are unable to do so.
  • Conservatorships and guardianships — If a family member is unable to manage his or her money due to disability or other incapacity, what are your options? It may be necessary to have a conservator or guardian appointed.
  • Estate administration — When someone dies, there are generally many details that need to be taken care of to administer the estate and handle property transfers effectively.

How We Tailor Our Services To Your Situation

Our 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.

Get The Legal Help You Need

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 a skilled lawyer.