Patrick J. Kelleher and Associates, P.C. Attorneys and Counsellors at Law MyFamilyLifePlan.com Phone: 781-871-PLAN (7526) Contact Us

1415 Hanover Street, (Rte 139) Hanover, MA 02339

Taking Care of Families for Life!™, Hanover, MA
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Estate Planning Wellness Quiz

Estate Planning, Medicaid Planning, and Probate Administration


I have made legal arrangements to avoid Probate (Guardianship & Conservatorship) in the event I ever become disabled and Probate of my assets upon my death.
Yes.
No.

I have made legal arrangements so my family would have access to my medical records (especially in light of the new HIPAA rules) and the authority to make my health care/life support decisions if I am unable to do so myself.
Yes.
No.

I have made legal arrangements to appoint Guardians (Back-Up Parents) for my minor children, if they are ever orphaned.
Yes.
No.

I have made legal arrangements to protect the inheritance of my children from their potential future divorces, lawsuits, creditors and/or bad judgment.
Yes.
No.

I have made legal arrangements to protect the inheritance of any family members with special needs (i.e. mental or physical), so they are not disqualified from public assistance.
Yes.
No.

I have made legal arrangements to protect the inheritance of my own children, from a prior marriage or otherwise, in the event my surviving spouse remarries.
Yes.
No.

I have taken steps to prevent the IRS from taking over 40% of my life insurance proceeds from my family.
Yes.
No.

I have a made legal arrangements to protect my estate from otherwise unnecessary State and/or Federal Estate Taxes.
Yes.
No.

I have made legal arrangements to protect my business interests in the event of disagreement, disability, retirement and/or death.
Yes.
No.

If given the choice, I would rather be a voluntary philanthropist (supporting my own favorite charities) through charitable giving than an involuntary philanthropist (supporting various pork barrel projects of Congress and the White House) through federal income, capital gains, estate and gift taxation.
Yes.
No.

If you are not satisfied with any of your answers, it may be time to schedule an appointment with your attorney to review your legal planning. If you would like to meet with us, please contact us to schedule an appointment.


Patrick J. Kelleher & Associates, P.C., assist clients with Estate Planning, Long-Term Care Planning, Massachusetts Medicaid, Massachusetts Veterans Benefits, Massachusetts Probate, Estate Administration, Wills & Trusts, Charitable Planning, Special Needs Planning, Estate Tax Planning, Business Succession Planning, and Asset Protection in the cities of Hanover, Rockland, and Marshfield, Massachusetts, the South Shore and the surrounding areas, including the following counties and their surrounding areas: Suffolk County, Norfolk County, Plymouth County and Barnstable County.

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Patrick J. Kelleher and Associates, P.C. Attorneys and Counsellors at Law
1415 Hanover Street, (Rte 139) Hanover, MA 02339 | Phone: 781-871-PLAN (7526) Email: pat@elderlawcare.com
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