Estate Planning

For one hundred years, SSJM Attorneys have been helping individuals of all ages with their estate planning needs. We assist clients who are starting out with their families and those who are looking to pass on their estates to the next generation.

Proper estate planning can avoid unnecessary probate administration and legal fees and can save taxes. In cases where Medicaid or other incapacity planning may be needed in the future, the right estate plan can save a lifetime of hard-earned assets from being unnecessarily spent on nursing home costs and other medical care.

With our collective background and experiences, we work with clients and their advisors to develop comprehensive estate plans that address the client’s individual needs including wills, revocable trusts, irrevocable trusts, financial powers of attorney, health care powers of attorney, prenuptial (or ante nuptial) agreements, special needs trusts, life insurance trusts, charitable remainder trusts and other estate planning documents. We also work to preserve clients’ estates through planning to minimize income, gift, estate and generation-skipping transfer taxes to pass more to your children and further descendants.

Simply put, we help families gain control over their medical and financial future while assuring the highest level of privacy and respect.

Richard Sheehan, Timothy Schiavoni, Robert Jutras, Paul MagliocchettiCaitlin Masys Jefferson Westerman Davis Jr. and Joshua England