Family Financial Planning

It's never too late to plan for family financial security. It's never too early either.

Families seek to protect their home and other assets from charge as they face the familiar issues of modern family life - educational costs, retirement needs and elder care expenses and requirements, and legacy planning. Many families must arrange for the special care needed in cases of chronic disability, brought on by age, disease or developmental delay.

Cloutier, Conley & Duffett attorneys help with a range of legal strategies to maximize the sense of security and benefit your family can derive from current circumstances and the expectable life changes we all face. These include wills, powers granted to others related to financial matters and health care, trusts and special needs trusts to manage maintenance and legacy assets. Attorney Andrew Cloutier leads this practice, advising clients, drafting plans and regularly appearing in Probate Court to assist in estate administration and management