Estate Planning Professionals Serving Framingham

Strategic Estate Planning Services for Massachusetts Residents - Call (508) 252-8186

Planning for sickness and death is not something that most people want to think about. Regardless of your age or the size of your estate, having a thorough estate plan in place can give you peace of mind that your future and your legacy are protected.

At Cali Law, we can help you to draft or update an estate plan at any time as your needs and lifestyle change. Creating an estate plan can ensure that your wishes regarding your medical care, guardianship, memorial, and finances are known and respected.

In addition to estate planning services, our firm is also capable of tax return preparation, entity formation, and prenuptial agreements. Our Ashland attorney would be happy to advise you on any of these topics.

Why Hire Cali Law?

Cali Law does not do things halfway. When you get an estate plan from Cali Law, you get:

• A living trust
• Two wills
• Two durable powers of attorney
• Two healthcare proxies

We use advanced estate plan drafting software so that we can spend more time tailoring your plan to your needs, all while saving you money.

Drafting a Living Trust

A living trust is vital for any Bay Stater looking to protect their family after their death. It is currently estimated that the average probate in Massachusetts takes 1-2 years and costs more than 5% of your entire estate.

When you get an estate plan from Cali Law, we will draft a trust so your heirs avoid probate. We can also draft the living trust for maximum efficiency regarding both estate taxes and income taxes.

Drafting a Will in Middlesex County & Other Nearby Areas

In addition to the living trust, we will also write two wills. These act as a backup in case you leave anything out of your trust. If you have minor children, a will is also necessary so that you can choose your children's guardian after your death.

Establishing Powers of Attorney

We provide durable powers of attorney. If you are incapacitated, your chosen agent can act for you. They can pay your medical bills, pay your mortgage, and manage your investments.

Providing Healthcare Proxies

We also provide healthcare proxies so your agent can make important health decisions without having to go to court. These include:

• When to continue life support
• When to cease life support
• Where to bury you
• Whether to make organ donations

Contributing to Life Insurance

If you own or are considering purchasing life insurance, Cali Law would love to assist you. We can help in contributing such a policy to an irrevocable life insurance trust ("ILIT"). We can design this trust to prevent estate tax inclusion and to help your heirs save money.

Managing Medicaid Trusts

At Cali Law, we offer Medicaid trusts to protect your assets in case you end up in a long-term care facility. Long-term care is not only expensive but can completely deplete your nest egg. If you have worked hard all your life and want to leave assets to your children, consider a Medicaid trust.

Creating a Medicaid trust is not easy and requires a skilled practitioner to make sure that all rules are followed. At Cali Law, we take pride in our experience and knowledge on this subject.