Legal Advice
Estate Planning
An estate plan is a will or trust that states who will inherit your assets after you pass away. It is important to have an estate plan because without one there is a lengthier probate process for your heirs and the inheritance will pass in amounts based on state statutes. Our mission is to guide you through the process as well as point out key decision making variables that come with every step of your estate plan.
Probate
The process where individually owned assets are transferred in the event of the owners death. Probate is necessary whether or not you have a Last Will and Testament. It involves filing a petition with the local probate court. It is important to have legal representation during probate as the process can be long and tedious. Let Virtual Estate Attorney represent you to make it as quick and easy as possible.
Fiduciary Tax Filings
Whether you are the Personal Representative of an Estate or the Trustee of a Trust, Uncle Sam still wants his cut of the income generated and it's your responsibility to file the return. We can prepare and file the Form 1041, Income tax form for trusts and estates, on your behalf. We also can prepare Massachusetts & Federal Estate Tax filings (Form 706) and Federal Gift Tax filings (Form 709).
Real Estate
Real Estate is often the most valuable asset that a person will own in their life. It's important to have an experience attorney by your side for it, whether you're a first-time home buyer or selling your fifth home. We can handle all of your needs to ensure a successful closing. We also provide broker services, providing you with a one-stop shop that streamlines the process and saves you money.
Business Formation & Planning
Starting a new business can be both an exciting and terrifying experience. It's important that you have an attorney that you can trust to help guide you through all the necessary steps and paperwork. Virtual Estate Attorney can set the foundation for your new business to ensure that your business enjoys continued success for years to come.
LGTBQ Estate Planning
For individuals that are a part of the LGBTQ+ community it can be even more important to set up an estate plan. While same-sex marriage is now legal, there is still very little case law surrounding the subject due to it's novelty, especially when it comes to estate administrations and probate. An estate plan provides clarity over your estate inheritance when the law may be silent.
Special Needs Trusts
Designed to keep the assets of an individual intact while still qualifying for disability benefits, whether it be SSDI or Medicaid. Special Needs Trusts are fundamental for any family member wishing to leave assets to a loved one while still wanting them to qualify for the payments that they rely on. Additionally, they can be utilized by individuals currently receiving needs based disability payments expecting a lump sum payment from a court settlement or other sudden windfall payment.
Evictions
Evictions are often an emotionally charged ordeal that can take over a year to come to a conclusion. It's important for both landlords and tenants to have experienced legal counsel when navigating this ever-evolving legal field. Virtual Estate Attorney has trial experience in the Massachusetts Housing Court and can ensure that you get the best result for your case.
Lease Agreements
Whether you're an experienced landlord or a tenant trying to sublet your current lease, Virtual Estate Attorney can draft a lease agreement that fits your needs and circumstances. Our completely virtual business model makes for simple and easy e-signatures for both landlord and tenant, as well as the most competitive prices. You can rest easy knowing we've virtually handled your lease.
Estate Tax Planning
When setting up your estate plan, it is important to think about the taxes that come with it. Massachusetts levies an estate tax on anyone dying with over one million ($1,000,000) worth of assets. Our objective is to minimize the amount of money taxed on your estate by utilizing the tax code in a way that saves you as much money as possible while still keeping things simple.
Asset Protection
We can draft asset protection documents which will protect your wealth from creditors, bankruptcy, and Medicaid. Typically, this is done through a Trust, but can also be utilized in a deed. Additionally, we can set up an asset protection trust specifically designed to protect the assets your heir's inherit from divorcing spouses as well as future estate taxes on both the state and federal level. Set up your asset protection trust with us now to ensure the safety of your wealth and possessions for generations to come.
