Estate Planning

Schlesinger and Buchbinder provides estate planning services for individuals and families. We handle all types of estate planning, from basic to complex, and we walk clients through the entire process, including the necessary follow-up work after signing documents.  We work with a variety of clients, ranging from the young parents who need simple wills and related documents, to wealthy clients who need estate tax planning.  Our philosophy is to explain things to clients so that they can understand what they are doing and why, making them comfortable with the process and the ultimate documents.

Included in the firm’s estate planning services are:

• Wills
• Powers of Attorney
• Health Care Proxies and Living Wills
• Revocable Trusts
• Irrevocable Trusts
• Techniques to reduce federal and Massachusetts estate taxes
• Techniques to avoid the 1+ year probate process

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Estate Administration

Schlesinger and Buchbinder provides estate administration services for individuals and families, helping you navigate through the tasks that need to be done after the death of a loved one.

Included in the firm’s estate administration services are:

• Handling the probate or administration process with the Probate Court
• Preparing estate tax returns
• Advising you on trust administration, including getting successor
  Trustees appointed