Why Do You Need An Estate Plan?

An estate plan is a set of legal documents designed to ensure your wishes are followed if something were to happen to you. By having such documents in place, you can avoid or minimize the unnecessary delays, taxes, expenses, and the emotional and financial burden that may be placed upon your family when handling your estate (especially if there is a disagreement over who should and shouldn't inherit your hard-earned assets).

The basic three estate planning documents almost everyone should have is a Will, Health Care Proxy, and Durable Power of Attorney for Finances. However, many clients also opt to create a Trust to better meet their family's unique and specific circumstances. While Trusts vary considerably, they are generally designed with one of the following objectives in mind:

- Avoid Probate (and the delays, fees, stress, and hassle associated with it)

- Avoid Federal/Massachusetts Estate Taxes (MA Taxables Estates start at $1 Mil)

- Protect Children's Inheritance & Set Up Controls/Distribution Ages

- Business Succession Planning

- Special Needs Planning

Ready to get started? Don't wait a minute longer - Call us at (781) 202 - 6368 to schedule your FREE estate planning meeting today!

Meet Attorney Joseph Lento

Hello,

My name is Joseph Lento and I'd be happy to answer any questions you may have about estate planning. Whether you are looking for a simple estate plan consisting of a Will, HCP, and DPOA or a more complex plan with various Trusts in place, I can help you identify and resolve any estate planning concerns you may have.

The fact that you are reading this shows you understand the importance of planning ahead in order to ensure the well-being of your family so don't wait a minute longer - give me a call today at (781) 202-6368 or email me directly at jlento@perennialtrust.com to get started today!

Thank you, and I look forward to hearing from you!

Testimonials

Attorney Joseph Lento is outstanding and epitomizes every sense of the meaning a “true professional. “ My husband and I worked with him on several matters. He is not only extremely knowledgeable, organized and timely, but also generous with his time, explained everything in depth and made certain we understood every detail. He handled a situation that was difficult for us and executed it with ease, expertise, kindness and compassion. We honestly felt that we were in the right hands and well taken care of. We highly recommend attorney Joseph Lento!

ElaineWakefield, MA

My wife and I are very glad to have found Joseph, and hired him to create our estate planning documents. In addition to being professional and responsive at all times, he was a pleasure to work with. Joseph was very helpful and thorough throughout the entire process. We really enjoyed working with him and appreciated his flexibility with our schedules. I highly recommend Joseph and his services.

GregStoneham, MA

Joseph drafted the basic documents (will, DPOA, HCP, trust) needed for basic estate planning for me and my wife . He is personable and, in spite of his youthful looks, appears to be solid in his professional services. Joseph captured the essence of my wishes in the documents, and was always available to answer questions... I'm confident we got a fair deal for our money.

OscarMelrose, MA

Joseph helped my family and I complete estate planning documents. Pleasure to work with. Prompt and thorough with responses. Top notch service at an affordable price.

WaseemWoburn, MA

Organizer Summary:

While estate planning consists of various legal documents, it's also important for you to have an estate planning organizer to assist your loved ones in locating and handling your finances if something were to happen to you. By doing so, you can save your family from the hassle and stress of tracking down your assets, debts, and other important documents required to fulfill your wishes in a timely manner.

For that reason, we have created a free simple one-page estate planning organizer that you may download, print, and fill out at your leisure. To receive your free estate planning organizer, please enter your email below and then select "Get Your Free Estate Planning Organizer."

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FAQ

How do I get started?

Schedule your first free meeting by emailing Attorney Joseph Lento at Jlento@perennialtrust.com or by calling our office at (781) 202 – 6368 – we always try our best to plan the meeting around your schedule, so please send a few times that work best for you and we can go from there.

What documents do I need to have with me for my first estate planning meeting?

If you have already completed an estate plan, then please bring a copy of those documents with you. Otherwise, no preparation is needed – just bring yourself and we’ll take care of the rest.

What are your office hours?

Attorney Joseph Lento can meet with you anytime between 8AM to 8PM, Monday-Friday. Although Saturday mornings are typically reserved for signings, if you absolutely cannot meet during a weekday then we will try our best to accommodate your schedule by trying to find time to meet with you on a Saturday morning. Meetings can take place at either your home or our office at 477 Main Street, Stoneham – whatever is most convenient for you.

What does the typical estate planning process look like? How long are the appointments?

Generally, the process consists of three meetings – the initial meeting usually takes somewhere between 20 to 40 minutes depending on how many questions you have and the complexity of your situation. The goal of the initial meeting is to gather the essential information to allow us to begin drafting your initial estate planning documents. The follow-up/review meeting can be done over the phone or in person and usually takes less than 20 minutes (however, some clients opt to send emails back and forth in lieu of the review meeting). The third and final meeting involves the signing/execution of your estate planning documents, which is around 20 minutes as well. So in total, the entire estate planning process may take less than 2 hours of your time when working with Perennial Trust.

Meet Attorney Joseph Lento

Testimonials

jlento@perennialtrust.com

477 Main Street, Stoneham, MA 02180

Free Estate Planning Guide

Summary:

1. Schedule a Meeting

2. Learn your options

3. Execute Your Plan

Free Estate Planning Organizer

Need to get your estate in order? Download our free Estate Planning Organizer below.