Estate Planning, Probate & Trust
Estate planning is a personal, on-going process. It evolves as the client accumulates wealth and as their family grows and matures.
As a result, the estate planner at Hemenway & Barnes is likely to develop a long-term relationship with their clients and their families. Our lawyers often serve as trustees and executors, serving as fiduciaries for generations of family members.
Each client's situation is unique and requires a thoughtful, nonformulaic approach to achieve their goals in a tax-advantaged way. This may involve advising an individual on how to move wealth to the next generation in a sound, tax-wise way, counseling a family on how to keep a business or vacation home in the family as a source of unity and shared purpose or working through the difficult days of a guardianship of an older client.
Whatever the situation calls for -- fluency in sophisticated estate planning, handling matters discretely in the probate courts or taking full advantage of modern trust planning techniques -- all are essential elements of what we do at Hemenway & Barnes.
Many clients rely on Hemenway & Barnes to advise them about their personal, business and charitable interests as well. Please go to our Personal Advisor section to learn more about how we can help with:
- Trust Investment Management
- Philanthropy Advisory Services
- Estate and Trust Administration
- Family Business
- Family Office Advisory Services
- Tax Planning and Reporting