Estate Planning

Key Contacts

Donald N. Freedman
Attorney
Tel: 617-964-7000 x16
Email: dfreedman@rfl-law.com

Paula J. Morgan
Attorney
Tel: 617-964-7000 x13
Email: pmorgan@rfl-law.com

Susan H. Levin
Attorney
Tel: 617-964-7000 x17
Email: slevin@rfl-law.com

Ellen M. McVay
Attorney
Tel: 617-964-7000 x18
Email: emcvay@rfl-law.com

Hope C. Vassos
Attorney
Tel: 617-964-7000 x20
Email: hvassos@rfl-law.com

Estate PlanningWe are ready to help a client who wants a simple will, but at the same time we have the expertise to design a sophisticated estate plan, which takes into consideration the available state and federal estate tax exemptions and deductions. Retirement plans, including IRAs, represent a significant portion of the estates for many of our clients.  We evaluate the death benefit options for such plans and tailor revocable trusts and beneficiary designations to achieve the client’s estate planning goals and favorable income tax results. What distinguishes our practice is our capacity to creatively address client concerns about special, personal, and family circumstances.

246 Walnut Street, Newton, MA 02460 | 617 964 7000