There is nothing more important than family. Far too many of us fail to think about what will happen to our children, spouse, and parents if something unexpected happens to us. Without airtight estate planning documents and a plan for long-term care should it be needed, you leave yourself open to the possibility of losing your assets and leaving nothing behind for your children and grandchildren.
Attorney Michael Monteforte's family worked hard for what they had and instilled a strong work ethic in him. It was heartbreaking for him to watch his own grandparents lose most of their life savings to a nursing home when they needed long-term care. That was the moment he decided to focus his legal practice on estate planning and elder law. We are committed to helping individuals and families protect their assets, provide for their loved ones, and gain access to the long-term care they may need one day.
Estate Planning Is What We Do
Many people mistakenly believe that as long as they have a Will, their families will be taken care of should something happen to them. They may find a website, download a free form, fill it out, sign it, and think they are all set. As a firm focused on estate planning and elder law of moderate to high-net-worth families and moderate to high-income earners, we can assure you that this is not enough, especially if you have significant assets and strong feelings about how they should be distributed after you are gone. At Monteforte Law, P.C., we take a unique approach to estate planning, which is called Wealth Preservation Planning. This type of planning goes beyond the traditional estate planning process by taking a holistic view of our client's financial situation and future goals. We work with our clients to create a comprehensive plan that not only covers their end-of-life needs but also provides guidance for their overall financial health and well-being. This makes us different from other firms that only provide traditional estate planning services.
When you meet with one of our attorneys for your Strategic Planning Session, we will discuss which of the following services are right for you:
- Wills and Trusts
- Living Wills and Trusts
- Guardianships and Conservatorships
- Medicaid Applications
- Tax Planning
- Asset Protection
- Powers of Attorney
- Healthcare Directives
- Elder Law
- Trust Funding
- Business Succession & Formation
Based on your assets and your wishes for protecting your family, our attorneys will develop a custom plan with tailor-made documents to meet your unique needs. Don't let the government, or a nursing home, end up with all the assets you have worked for all of your life.
Your Time Is Important to Us
We know you are busy and that is why we offer a variety of services to help you fit estate planning into your life. Many of your estate planning tasks can be accomplished through what we call Touchless Legal Services which consists of video calls, telephone conversations, online intake forms, a secure client portal, and online bill payments. Of course, we also welcome clients to our convenient Woburn and Norwell offices. Schedule your first appointment today! Not ready to schedule yet? Attorney Monteforte is a three-time published author and he makes his books available at no cost.