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Our Estate Planning Practice

Protecting Your Assets and Your Family's Financial Security

The estate planning practice at the Cape Cod and Wellesley Massachusetts Law Offices of Kathleen Fowler is designed to offer individuals and families a comprehensive set of solutions for protecting important personal and business assets and eliminating unnecessary tax obligations, probate fees and emotional stress.

Our attorneys have extensive experience in crafting a wide array of estate planning vehicles for our clients, including:

  • Revocable trusts
  • Irrevocable trusts
  • Wills
  • Powers of attorney (financial and health care proxies)
  • Advance medical directives (also known as living wills)
  • Charitable trusts

One of our primary goals is to assist clients in establishing a robust estate planning package that reduces estate tax exposure, avoids probate and maintains family privacy. Our attorneys also help address other important aspects of planning for future care, including long-term care and Medicaid planning and other elder law matters.

Few attorneys have the same level of knowledge and experience in comprehensive tax planning and asset and life insurance planning that you will find at the Law Offices of Kathleen Fowler. We know that no estate plan is complete without taking multiple tax consequences into account. Likewise, a life insurance policy is a very valuable asset in the tax planning process and must be included in the estate and financial planning process.

For those clients dealing with the loss of a loved one who did not take advantage of advance estate planning, our attorneys provide experienced guidance, caring support and dedicated representation throughout the probate and estate administration process.

As a multidisciplinary firm, we also offer proven counsel in matters of business and real estate law that may impact your estate planning decisions and affect the successful implementation of any asset protection plan. If you would like to discuss the benefits of comprehensive estate planning, contact our offices in Dennis and Wellesley today to schedule a free and informative consultation with an experienced lawyer.