Milton Estate Planning Lawyer

Milton Estate Planning Attorney

Securing your family’s future means preparing a successful estate plan. At Albanese Law, LLC, our Milton estate planning lawyers provide personalized estate planning services through a client-focused approach. Whether you’re planning for your own future, administering a loved one’s estate, or navigating complex elder law issues, our team can help guide you through every step. Schedule a consultation today! 

Why Is Estate Planning Important?

Estate planning is not just for the wealthy or elderly. Planning for the future is for everyone, regardless of age, health, or financial status. A 2025 study showed that over 50% of Americans polled had no estate planning documents. In addition, the majority of Americans waited until retirement or another age-related milestone before planning their estate.

A comprehensive plan allows you to:

• Appoint guardians for minor children
• Direct how your assets will be distributed upon your death
• Protect assets from unnecessary taxes, probate, and creditors
• Name trusted individuals to make healthcare and financial decisions in the event that you become incapacitated
• Ensure your end-of-life wishes are honored
• Minimize legal complications

Without a valid estate plan, Massachusetts laws determine how your assets are distributed. And that may not reflect your intentions. At Albanese Law, LLC, we can help you retain control and preserve your legacy.

Estate Planning Services

The Milton estate planning lawyers of Albanese Law, LLC, offer myriad estate planning services tailored to your individual needs. Whether you’re drafting a simple will or creating a complex trust, we provide legal guidance that can protect your interests.

The following are some of the estate planning services we offer.

Wills

A will is the foundation of any estate plan. It allows you to designate guardians for your children, name beneficiaries, and appoint an executor to carry out your wishes. We work closely with clients to create clear legal documentation that minimizes the risk of disputes or probate delays.

Wills can be filed at the probate court in your county. For Milton residents, this would be the Norfolk Probate and Family Court at 35 Shawmut Road in Canton.

Trusts

Trusts can help you manage and distribute your assets efficiently. They also offer a more private method of estate planning while avoiding probate – a much more public process. Trusts also offer tax benefits and enhanced control over how and when your assets are distributed.

There are a variety of trusts available, including:

• Revocable trusts and living trusts
• Irrevocable trusts
• Dynasty trust
• Charitable trust
• Irrevocable life insurance trust
• Intentionally defective grantor trust
• Special needs trust
• Nominee trusts and real estate trusts

Powers of Attorney

A durable power of attorney lets you appoint someone you trust to manage your financial and legal affairs if a time comes when you’re unable to take care of it yourself. Without a power of attorney, your loved ones may need to go through a guardianship process, which can be costly.

Estate Tax Planning

At Albanese Law, LLC, we work with clients to implement strategies that reduce estate tax exposure and maximize the amount passed on to heirs. Some of the more common ways to minimize the tax impact are to give charitably, create an irrevocable life insurance trust, and make lifetime gifts.

Probate and Estate Administration

Navigating probate and estate administration can be complicated. Well-versed in Massachusetts probate court procedures, we provide compassionate and knowledgeable guidance through every stage of the administration process. This includes filing petitions and notices with the probate court, inventorying and valuing assets, and managing creditor claims and tax obligations. We also help with distributing assets to beneficiaries.

Elder Law and Medicaid Planning

Elder law services help older adults and their families plan for long-term care while protecting their assets. Nursing home costs continue to rise. In fact, the current median monthly cost of nursing home care stands at $10,965. As such, proactive planning is essential.

Attorney Matthew P. Albanese is a highly experienced Milton estate planning lawyer dedicated to protecting your legacy and family’s future. With advanced degrees in law and business, he offers expert guidance in wills, trusts, probate, elder law, and asset protection. His leadership roles in elder law organizations and commitment to client service make him a trusted choice in the Milton area. Contact Albanese Law, LLC today to schedule a consultation with a skilled Milton estate planning lawyer you can rely on.

FAQs

Q: What Is the Difference Between an Estate Lawyer and an Estate Planner?

A: An estate lawyer is a licensed attorney who guides clients on the legal aspects of estate planning. This includes drafting wills, handling probate matters, and creating trusts. However, an estate planner does not have to be an attorney. Estate planners help arrange finances for a legacy, while estate lawyers ensure legal compliance and draft enforceable documents.

Q: What Kind of Attorney Do I Need for Estate Planning?

A: For estate planning, you should hire an estate planning attorney. These attorneys help you create legally sound documents that establish who receives assets upon your death or incapacity. They draft wills, establish various types of trusts, and create healthcare directives. They also ensure your estate plan complies with state and federal laws. An estate planning lawyer may help you minimize taxes and avoid probate, if possible.

Q: What Are the Seven Steps in the Estate Planning Process?

A: The first step to estate planning involves inventorying your assets. Second, decide how you want your assets distributed and who should handle your affairs. Third, you’ll create a will and name beneficiaries. Fourth, protect assets and minimize exposure by creating a trust. Fifth, designate powers of attorney. Sixth, make sure your retirement and insurance accounts line up with your plans. And finally, be sure to update your plans as life circumstances change.

Q: What Kind of Lawyer Do I Need to Settle an Estate?

A: To settle an estate, you need a probate lawyer. These attorneys focus on guiding executors and personal representatives through the probate process. This includes validating wills, paying debts and taxes, and distributing assets to heirs. A probate lawyer ensures that all court filings comply with state laws. This also helps minimize disputes among beneficiaries or creditors.

Contact a Milton Estate Planning Lawyer

Estate planning is important for everyone. At Albanese Law, LLC, our Milton estate planning lawyers can help you create a plan or update your existing plans. Contact us today to schedule a consultation and let us protect your loved ones and give you peace of mind for the future.