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Estate Planning  

 
  Taking care of assets now for the creating and preserving of wealth for the future should be one of the paramount concerns for everyone. This firm can help with financial, educational, and retirement planning, and can offer tools to help preserve and conserve your assets so that they will be available when you need them.

Estate plans generally include several instruments to effectively protect an individual’s assets. The instruments include a last will and testament, living or testamentary trust, durable power of attorney, health care proxy, and in some states, an advance medical directive. The purpose of these documents is to carry out an individual’s wishes, despite his/her health, incapacity, or unforeseen circumstances.

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Estate Planning

 

  View your options for your estate planning

Wills
Trusts
Powers of Attorney
Health Care Proxy
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Main Office:  172 William Street, New Bedford, MA 02740 | Local  # (508) 979-8070 | Fax # (508) 979-8060
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