Estate Planning

Fundamental Estate Planning

Serving Clients in Lexington and the Surrounding Area

It is a common misconception that estate planning is simply about wills and trusts. Although trust and wills are some of the tools we utilize, we believe that they are the by-products or end result of estate planning. When clients engage us for estate planning we help them maintain control of their property while they are alive and well, take care of themselves and their loved ones if they become disabled, and give what they have to whom they want, in the way that they want, while allowing them to save all the tax dollars, administration fees, and court costs legally possible.

We believe that effective estate planning should address following areas:

Incapacity/Disability Planning

  • Financial Control
  • Medical Decision Control
  • Access to Information
  • Family Maintenance
  • Dependent Protection
  • Long-term Care
  • Maintain Privacy
  • Eliminate Court Intervention

Wealth Transfer Planning

  • Streamlined Transfers
  • Reduce Administrative Delays
  • Reduce Cost of Transfers
  • Reduce or Eliminate Taxes
  • Avoid Family Conflict
  • Preserve Asset Values
  • Maintain Privacy
  • Eliminate Court Intervention
  • Leave a Legacy

Beneficiary Protection

  • Minor Guardianships
  • Young Adult Protection
  • Spendthrift Protection
  • Special Needs Planning
  • Creditor & Predator Protection
  • Beneficiary Divorce Protection
  • Promote Family Harmony

Estate Planning for Singles

Serving Individuals throughout Lexington, Massachusetts and the Surrounding Areas

It is important for singles to have an estate plan in place that lays the groundwork for allowing someone else to make financial and medical decisions on your behalf, if you are not able to do so. Further, singles need to think and plan where their assets would pass at death, because there may not be a clear set of beneficiaries (like a spouse or children). Without a Will, the probate court will rely on state law to determine the order of inheritance.

A Power of Attorney for financial affairs appoint someone to act on your behalf if you become incapacitated. Without this document, a court would need to appoint someone to handle important financial decisions for you. That process can delay access to bank accounts and make it difficult to access money needed to pay bills.

A Health Care Proxy appoints someone to act on your behalf to make medical decisions. It also spells out precisely what types of interventions you agree to if you are unable to communicate your wishes. This document must be in place to allow someone of your choosing to carry out your wishes.

Constant Law Group, P.C. will work with you to design a unique estate plan reflecting your circumstances and objectives and provide for your wishes.Our mission is to help our clients plan for everything they own and everyone they love. Therefore, we serve primarily as counselors and advisors - educating and helping our clients make the best possible decisions for themselves and their families - rather than taking a transactional approach.

Estate Planning for Married Couples

Serving Families and Individuals throughout Lexington, Massachusetts and the Surrounding Areas

Constant Law Group, P.C. will work with you to design a unique estate plan reflecting your circumstances and objectives and provide for your wishes.Our mission is to help our clients plan for everything they own and everyone they love. Therefore, we serve primarily as counselors and advisors - educating and helping our clients make the best possible decisions for themselves and their families - rather than taking a transactional approach.

A Trust or Will will direct how your property and assets will be distributed while also naming guardians for minor children. Having an estate plan in place will enable your family to avoid long drawn out court involvement with attorney costs and fees.

A Health Care Proxy appoints someone to act on your behalf to make medical decisions. It also spells out precisely what types of interventions you agree to if you are unable to communicate your wishes. This document must be in place to allow someone of your choosing to carry out your wishes.

Powers of Attorney appoint someone to act on your behalf for financial affairs if you become incapacitated. Without this document, a court would need to appoint someone to handle important financial decisions for you. That process can delay access to bank accounts and make it difficult to access money needed to pay bills.

Constant Law Group, P.C. is able to help you sort through all the different decisions married couples need to consider while explaining it in a way that makes sense and answers all your questions.

Our mission is to help our clients plan for everything they own and everyone they love. Therefore, we serve primarily as counselors and advisors - educating and helping our clients make the best possible decisions for themselves and their families - rather than taking a transactional approach.

Estate Planning for Minor Children

Serving Families and Individuals throughout Lexington, Massachusetts and the Surrounding Areas

Minor Children

Our children are our most precious asset. Putting in place the necessary documents and plan in case of your incapacitation or death ensures that you select your children’s guardians, directions in how their inheritance should be managed, and who their financial fiduciary will be, instead of having a judge make those decisions for you.

Constant Law Group, P.C. will walk you through these critical decisions and ensure that you have the correctly executed documents and put a plan in place to take care of your minor children.

Young Adult Program

We can also consult on documents and plans for when your child is ready to leave the nest and head to college. Once a child turns eighteen (18) having a Health Care Proxy and updated HIPAA forms is important to ensure your eligibility in acting on their behalf to make medical decisions when they can’t, allowing you to keep taking care of them when they need you most.

Our Young Adult Program is a program we offer to our Estate Planning Clients for their young adult children. Our mission is to help our clients plan for everything they own and everyone they love. Therefore, we serve primarily as counselors and advisors - educating and helping our clients make the best possible decisions for themselves and their families - rather than taking a transactional approach.

Estate Planning for Blended Families

Serving Families throughout Lexington, Massachusetts and the Surrounding Areas

At Constant Law Group we take a different approach to planning for our clients. Blended families may include second marriages or non-traditional configurations and all benefit by an estate plan that specifies a list of individuals you want to name in your documents to serve as agents during incapacity or upon your death, as well as individuals whom you wish to receive your assets and possessions. This can be especially important to help support a surviving spouse post-death to carry out your wishes regarding your children and each other.

We can help you work through those issues while facilitating communication and providing you with legal advice to create a plan that will fulfill your wishes.

Our mission is to help our clients plan for everything they own and everyone they love. Therefore, we serve primarily as counselors and advisors - educating and helping our clients make the best possible decisions for themselves and their families - rather than taking a transactional approach.

Elder Planning

Serving Families and Individuals throughout Lexington, Massachusetts and the Surrounding Areas

For so many families, elder planning has become life’s most important financial challenge. At Constant Law, P.C. we understand the complicated legal and financial landscape facing the elderly and their loved ones. We handle a wide range of legal matters affecting an older person related to health care, long term care planning, guardianship, retirement, and other important matters. The needs of older adults are often different and more specialized than the needs of younger persons.

Our mission is to help our clients plan for everything they own and everyone they love. Therefore, we serve primarily as counselors and advisors - educating and helping our clients make the best possible decisions for themselves and their families - rather than taking a transactional approach.