(508) 803-1900 - Medway - Wellesley - Cape Cod - Boston, MA
and Concord, NH

Unique Situations - Does your situation defy the other labels?

Do Any of the Following Describe You?
You Have a Unique Estate Planning Situation of Some Kind You Are Planning How You Might Sell Your Business You Feel There Is No Market For Your Business or Practice But Don’t Want to Lose Its Value By Just Letting It Go You Have Dual Citizenship You Have A Blended Family That Requires Special Planning to Get All the Inheritances and Protections Right You Want To Aggressively Gift To Your Children Or Grandchildren But Don’t Want Them To Have All The Money Now You Want To Pass Your Business Down To A Child Or Children While You Are Living At The Least Tax Cost	You Have A Vacation Home Or Heirloom Property You Want To Keep In The Family You Want to Protect Your Inheritance So That It Is Not Added To Your Taxable Estate Or Your List Of Assets Available to Creditors and Other Claimants You Wish to Create A Charitable Foundation – How Do You Get Started? How Much Money Do You Need? Can Your Son or Daughter Be A Director? You ABSOLUTELY want to pay NO Estate Taxes You Own Your Own Life Insurance Policies Your Kids Own Life Insurance Policies On You You Own Property Or Business With Others – Siblings, Cousins, Friends, Partners – And Now Want Out Of The Arrangement

In advanced cases, we secure Lifetime Trust Planning or Family Protection Planning, PLUS address complications – and opportunities - in:

Issues concerning family members whose inheritance needs to be regulated, controlled or under care of a trustee
Protecting Assets from excessive taxation
Business or Profession planning and succession
Investment Real Estate planning and succession
Vacation Homes protection and succession
International Estates
Income, Estate and Gift Taxes
Co-ownership planning and workouts
Philanthropy and charitable giving on any scale
Leveraging Life Insurance and Charitable Planning to gain advantages not otherwise available to your estate
Use of professional trustees and trust advisors

Start your Estate Plan here:

Many clients find a good way to begin with our PlanStart data form through the link below. Complete this two page form and your confidential data will be sent to Paralegal Paula Nolan in our office. Thank you!

Click to download and complete the PlanStart data form.

If you have questions about what comes next, you have particular concerns related to the estate plan, or you want to get started with a phone conversation instead, then email Paula at Borchers Law and we will be back in touch promptly.

(508) 803-1900 - Medway - Wellesley - Cape Cod - Boston, MA and Concord, NH

Unique Situations - Does your situation defy the other labels?

Do Any of the Following Describe You?

You Have a Unique Estate Planning Situation of Some Kind

You Are Planning How You Might Sell Your Business

You Feel There Is No Market For Your Business or Practice But Don’t Want to Lose Its Value By Just Letting It Go

You Have Dual Citizenship

You Have A Blended Family That Requires Special Planning to Get All the Inheritances and Protections Right

You Want To Aggressively Gift To Your Children Or Grandchildren But Don’t Want Them To Have All The Money Now

You Want To Pass Your Business Down To A Child Or Children While You Are Living At The Least Tax Cost

You Have A Vacation Home Or Heirloom Property You Want To Keep In The Family

You Want to Protect Your Inheritance So That It Is Not Added To Your Taxable Estate Or Your List Of Assets Available to Creditors and Other Claimants

You Wish to Create A Charitable Foundation – How Do You Get Started? How Much Money Do You Need? Can Your Son or Daughter Be A Director?

You ABSOLUTELY want to pay NO Estate Taxes

You Own Your Own Life Insurance Policies

Your Kids Own Life Insurance Policies On You

You Own Property Or Business With Others – Siblings, Cousins, Friends, Partners – And Now Want Out Of The Arrangement

Start your Estate Plan here:

(508) 803-1900 - Medway - Wellesley - Cape Cod - Boston, MA
and Concord, NH