At Betcher & Yunes LLP, our attorneys provide comprehensive, tax-sensitive estate planning. We understand that a proper, solid estate plan can preserve your wishes and protect your heirs from the costly and frustrating probate process. We will discuss your objectives and design a plan that helps you minimize or avoid estate taxes.
We take a personalized approach to estate planning. We navigate our clients through every step, explaining each strategy. We are committed to helping clients achieve their short and long-term objectives through effective planning.
Our attorneys have more than 35 years of combined experience handling estate planning matters. Attorney Michael J. Betcher has been drafting estate plans for 25 years. He has a master's degree in Taxation, which enables him to anticipate tax issues when drafting and revising wills and trusts. Attorney Frank B. Yunes has over 10 years of experience in the trusts and estates area. He has earned Series 7 and Series 66 securities and investment advisor certifications which provide him insights into establishing trusts that minimize gift and estate tax ramifications, while also achieving clients' objectives.
We understand that estate planning involves more than just wills and trusts. We provide comprehensive planning, including medical directives. These directives give you the ability to designate a trusted individual to make important healthcare decisions on your behalf.
Our extensive guidance includes drafting, reviewing and revising:
- Living wills
- Powers of attorney
- Healthcare directives
- Qualified personal residence trusts (QPRTs)
- Irrevocable life insurance trusts (ILITs)
- Revocable trusts
- Charitable trusts
- Family limited partnerships (FLPs)
- Limited liability companies (LLCs)
- Intentionally-defective grantor trusts (IDGTs)
Complimentary Initial Consultation
Please call us today to discuss your legal matter. We offer a complimentary 30-minute initial consultation. We can be reached at our Westview Street location at (781) 674-2800. Also, feel free to contact us via E-mail.