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Estate Planning Basics Protecting Your Assets, Preserving Your Legacy, and Providing Peace of Mind

“What if You Don’t Die?”

Nearly 50% of Seniors Will Become Incapacitated Before Death…Don’t Put Your Family and Finances at Risk!

“Who needs an estate plan?” 

It’s a question we hear often when working with families in Massachusetts…and the answer, quite simply, is everyone.

Without a proper plan in place, the state will decide who receives your assets and when and how they’ll receive them. The state will also decide who has the authority to make medical and financial decisions on your behalf if you become incapacitated.

Finally, without a plan, your loved ones will be forced to make difficult decisions without guidance when they would be otherwise grieving.

The stakes are obviously high and you can’t afford to be caught without a plan in place. That’s why my firm decided to make available our free “Estate Planning Basics” report.

It’s full of no-nonsense, actionable strategies and tips that you can use to take control of your legacy and your family’s future. And the best part? It’s absolutely free! 

Download Free Estate Planning Tools

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How We Support Your Goals

  • Deep Expertise

    With more than four decades dedicated to estate planning and elder law, we bring seasoned knowledge to even the most complex situations. Attorney Susana Lannik’s CELA certification reflects the highest standard in the field.

  • Client-First Guidance
    We take the time to understand your unique needs, wishes, and family dynamics before crafting any plan. Every solution is tailored to you, never a generic template.
  • Compassion in Action
    Our practice was built on helping families facing real crises, and that empathy drives our work today. We support clients through life transitions with patience, clarity, and genuine care.
  • Holistic Support

    We go beyond drafting documents by connecting clients with resources, education, and community through our webinars. You receive comprehensive guidance that supports both your legal and personal needs.

Here’s just some of what you’ll discover in this free guide…

  • Discover Why it’s Almost Never Too Late to Plan
  • The “Estate Planner’s Toolbox” – Commonly Used Tools and How They Can Benefit You and Your Family
  • The Ten Most Common Estate Planning Mistakes (…and How You Can Avoid Them!)
  • How a Proper Plan Can Lessen Your Tax Burden, Protect Your Home, and Provide for Future Generations
  • …and Much More!

Download Free Estate Planning Tools

How Can We Assist You?

Call us at (781) 303-9594 or fill out the form below to get started.

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