Estate Planning Lawyer in Needham, MA 

Planning for your future and the financial security of your family is one of the most essential steps you can take. At Lannik Law, we assist clients in the Greater Boston area and Cape Cod, with offices in Needham and Mashpee, in creating comprehensive estate plans that clarify their wishes, protect their assets, and care for their loved ones. 

Estate planning is simply the process of anticipating and arranging for the management and disposal of your estate during your life and after your death. It is the single most effective way to maintain control over your assets and your medical care decisions, regardless of what the future holds.

Request a confidential consultation with our Needham & Mashpee estate planning attorney by calling us at (781) 303-9594 or contacting us online. Your meeting can be held virtually if that is your preference. 

Why Estate Planning is Not Just for the Wealthy or the Elderly

A common misconception is that estate planning is only necessary for the very wealthy or those nearing retirement. This is far from the truth. Every adult, regardless of age or net worth, has an estate, which encompasses their bank accounts, home, car, retirement funds, and personal belongings.

Protecting Every Age & Stage

For young families: Planning is critical for naming legal guardians for minor children and ensuring cash (like life insurance proceeds) is available and managed appropriately for their education, support, and long-term care.

For young adults 18+: Now that you are legally an adult, the law prohibits your parents from making health care decisions for you unless you give them legal authority. It also limits what information medical providers may share with your parents, siblings, or friends.  

For all adults: The most urgent need is planning for incapacity. If you become suddenly ill or injured and cannot manage your own affairs, who will pay your bills, access your accounts, or make critical life-support decisions? Without legal documents, a court may have to appoint someone, a process that is public, expensive, and may result in a person you would not have chosen making decisions for you.

For retirees: Planning focuses on ensuring your final wishes are carried out, avoiding the lengthy and costly probate process, and maximizing the value of your estate through tax and asset protection strategies.

The Key Benefits of a Comprehensive Plan

A well-crafted estate plan offers invaluable benefits that extend far beyond simply distributing property:

• Avoids probate. We help structure your assets so they pass directly to your beneficiaries, bypassing the public, time-consuming, and expensive court-supervised process known as probate.
• Prevents conflict. Clear, legally binding instructions eliminate guesswork and disputes among family members, preserving harmony during an already emotional time.
• Minimizes taxes and costs. Through strategic use of trusts and other tools, we can help reduce or eliminate state and federal estate taxes, enabling more of your wealth to pass to your loved ones.
• Maintains control. You choose who gets what, who is in charge of your finances, and who makes your medical decisions if you cannot.

Our Estate Planning Services

Led by a Certified Elder Law Attorney (CELA) with over four decades of experience, Lannik Law provides comprehensive estate planning tailored to your family structure, financial situation, and long-term care goals. We are committed to preserving your life's work for future generations.