Our Estate Planning Approach

At Cody & Cody, we strive to provide the finest estate planning services to our clients by:

• Building a fulfilling and trusting relationship with our clients;
• Listening carefully in order to fully understand our clients’ needs, hopes, fears and aspirations;
• Communicating clearly the most efficient and cost-effective manner in which our clients can accomplish their goals;
• Implementing a plan that our clients understand;
• Providing any necessary service to assure the success of the estate plan; and
• Continuing communication with clients regarding estate and tax law changes that may affect their plan.

The Estate Planning Process

Our fundamental estate plan requires approximately two to three weeks to design, draft and implement. This essential level of estate planning, which nearly all of our clients require, can completely shelter up to $1,000,000 for individuals and $2,000,000 for married couples from Massachusetts estate tax. The same planning can further shelter up to $10,000,000 from federal estate tax.

For our clients with larger estates, we employ the same process of listening, learning, designing and drafting, but due to the relative complexities of a larger estate, more time is required for the implementation of the advanced estate plan. However, attorneys at Cody & Cody will work with you to ensure that your plan is completed in the most efficient manner possible.

To speak to one of our knowledgeable and experienced estate planning attorneys, please click here.