Business Details
36 Years
experience
Your Trusted Partner for Estate Planning Solutions
At Family Estate Planning Law Group, we redefine estate planning through a relationship-driven approach that prioritizes lifelong guidance and support. Since 1990, we have served families across Greater Boston and Southern New Hampshire, offering tailored solutions for estate planning, elder law, and special needs planning. Our commitment to ongoing client care ensures that your plan evolves with lifes changes, from shifting family dynamics to evolving legal landscapes. We emphasize asset alignment, transparent flat-fee pricing, and collaborative coordination with your financial advisors to create cohesive, future-ready strategies.Our team of dedicated professionals, including attorneys, paralegals, and client care specialists, focuses on empowering families with education, proactive planning, and seamless trust administration. By integrating legal expertise with a culture of care, we ensure your legacy is protected, your wishes honored, and your loved ones supported through every stage of life.
Services
Estate Planning
Elder Law
Probate Administration
Trust Administration
Medicaid Planning
Special Needs Planning
Asset Alignment
Business Succession Planning
Charitable Planning
Estate Tax Planning
Details
- Year established: 1990
Highlights and features
- We provide ongoing support to ensure your plan evolves with life changes.
- Our collaborative approach integrates legal, financial, and family needs.
- Transparent flat-fee pricing with no hidden costs.
- Personalized attention from a dedicated team of estate planning professionals.
- Empowering education through webinars and resources for informed decisions.
What people say
True professionals
Great anxiety eased
Personally connected
A+ service
Confident in plan
Services
Estate Planning
We craft personalized estate plans that protect your assets and ensure your wishes are honored. Our approach includes wills, trusts, and asset alignment to avoid probate. Families gain peace of mind knowing their legacy is secure through dynamic, adaptable strategies.
Elder Law
Our elder law services focus on long-term care, Medicaid planning, and asset protection for seniors. We help families navigate nursing home costs, incapacity planning, and legal safeguards to preserve dignity and financial stability during aging.
Trust Administration
We guide trustees through trust settlement, asset distribution, and legal compliance. Our support ensures smooth administration, minimizing delays and conflicts while honoring the grantor's intentions with expert oversight and clarity.
Special Needs Planning
We design special needs trusts and legal frameworks to protect benefits like Medicaid while providing supplemental care. Our plans ensure lifelong support for individuals with disabilities without jeopardizing eligibility for essential programs.
Asset Alignment
Asset alignment integrates your financial accounts, real estate, and beneficiaries with your estate plan. This critical step ensures your documents function as intended, avoiding probate and simplifying transitions for your family.
People
Samantha Caezza
Attorney
Samantha Caezza brings expertise in estate planning and elder law, focusing on client-centered solutions. With a commitment to education and compassionate guidance, she helps families navigate complex legal landscapes with clarity and confidence.
Megan Davitt
Chief Operating Officer
Megan Davitt oversees operations with a focus on seamless client care. Her leadership ensures efficient service delivery, integrating strategic planning and team collaboration to support long-term client success.
Jen Sanders
Chief Growth Officer
Jen Sanders drives growth through innovative client engagement and community outreach. Her dedication to expanding access to estate planning strengthens the firm's mission of empowering families.
Reilly Mahoney
Client Care Concierge
Reilly Mahoney provides personalized support, ensuring clients feel informed and valued. Her role bridges legal processes with compassionate service, enhancing the overall client experience.
Vincent Bonazzoli
Attorney
Vincent Bonazzoli specializes in estate planning and trust administration, known for his thorough knowledge and client-focused approach. He has guided families for decades, earning trust through reliability and expertise.
Questions
What is the difference between a will and a trust?
A will requires probate and takes effect after death, while a trust avoids probate, works during life, and offers more privacy and flexibility.
How often should I update my estate plan?
Review annually and after major life events like marriage, divorce, births, or significant financial changes.
What is asset alignment, and why is it important?
Asset alignment ensures your accounts, property, and beneficiaries match your legal documents, making your plan functional and effective.
Can I reduce estate taxes legally?
Yes, through strategies like gifting, irrevocable trusts, and charitable planning tailored to your financial situation.
What happens if I die without a plan?
State laws decide asset distribution and guardianship, which may not align with your wishes or family needs.
How does special needs planning work?
We create trusts and legal tools to protect government benefits while ensuring financial support and care for loved ones with disabilities.
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