Estate Planning, Probate And Trust Administration Representation You Can Depend On

Estate planning is an important issue that all responsible people need to take the time to educate themselves about. We all like to think of ourselves as responsible. We work hard, care for our loved ones and prepare for the future. But, for many people, planning for what will happen regarding their assets at death is often an overlooked blind spot.

We use various instruments to tailor the comprehensive estate plans our clients deserve, including:

  • Wills
  • Trusts
  • Powers of attorney
  • Health care directives
  • Buy-Sell Business Agreements

Probate And Trust Administration

For those who have been given the responsibility of taking an estate through probate or administering a trust, the value of experienced legal guidance by your side to help carry out all duties and avoid any mistakes which may incur personal liability is difficult to overstate.

Protecting Your Assets From The Costs Of Nursing Home Care

By taking the time to look into protecting your estate from excessive nursing home costs, you can extend how long care will be affordable to you as well as protect the inheritance you want to leave your loved ones. Over the years, our planning and guidance has enabled hundreds of clients to qualify for government-paid long-term care Medicaid benefits as well as available Veterans Administration benefits.

Protecting Assets From Estate Taxes

Careful planning is needed to minimize estate taxes on your assets at death. In Massachusetts, estate taxes and liens can become an issue if your estate is valued in excess of $1,000,000; in Rhode Island, exposure begins at $1,537,000. At the federal level, the estate tax exemption is $11,180,000, but using this exemption through lifetime gift planning may be needed to avoid losing it before death. (Please note these exemptions are subject to change). Maximizing your Estate Tax and Generation-Skipping Tax Exemptions through strategic Gift and Trust planning minimizes estate taxes. We also use Charitable Giving, including the establishment of Private Foundations or other Charitable Gift Trusts, to reduce estate taxes.

Protecting Your Estate From Divorce & Liability Claims

We often use Generation-Skipping Trusts which continue even after your death to help keep your estate within your family and protect it from your heirs' potential divorce or liability claims.

More Than 55 Years Of Combined Experience

At Vieira & DiGianfilippo Ltd., our attorneys are committed to helping people effectively and efficiently realize their estate planning goals. No matter the size of your estate, we can develop a plan that will help turn your wishes into an estate plan that serves all of your needs. Attorney Stephen J. DiGianfilippo is focused on meeting all of your estate planning needs, including minimizing taxes, avoiding probate and helping ensure you can pay for nursing home care among other issues.

Trust And Estate Representation In Providence

Taking action now to plan for your estate can give you a peace of mind and an assurance that you will be able to help your loved ones. To schedule an initial consultation, call 401-400-3375 in Providence, 508-297-6163 in So. Easton and 508-339-7179 in Mansfield . You can also contact us online.